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NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
+12.74%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$3.05B
AUM Growth
+$174M
(+6.1%)
Cap. Flow
-$109M
Cap. Flow
% of AUM
-3.56%
Top 10 Holdings %
Top 10 Hldgs %
18.74%
Holding
1,108
New
187
Increased
357
Reduced
378
Closed
136
Top Buys
| 1 |
United Parcel Service
UPS
|
+$17.8M |
| 2 |
Abbott
ABT
|
+$17.6M |
| 3 |
Cencora
COR
|
+$15.9M |
| 4 |
Prologis
PLD
|
+$15.9M |
| 5 |
AstraZeneca
AZN
|
+$15.4M |
Top Sells
| 1 |
Bruker
BRKR
|
+$27.3M |
| 2 |
Eli Lilly
LLY
|
+$18M |
| 3 |
Becton Dickinson
BDX
|
+$17.5M |
| 4 |
Merck
MRK
|
+$17.4M |
| 5 |
Sanofi
SNY
|
+$16.3M |
Sector Composition
| 1 | Technology | 14.66% |
| 2 | Consumer Discretionary | 6.61% |
| 3 | Financials | 5.62% |
| 4 | Healthcare | 5.37% |
| 5 | Industrials | 5.24% |
