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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,108
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.6M
3
+$15.9M
4
PLD icon
Prologis
PLD
+$15.9M
5
AZN icon
AstraZeneca
AZN
+$15.4M

Top Sells

1
+$27.3M
2
+$18M
3
+$17.5M
4
MRK icon
Merck
MRK
+$17.4M
5
SNY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$673K 0.02%
11,023
-9,043
527
$670K 0.02%
26,001
-701
528
$667K 0.02%
11,132
+1,901
529
$665K 0.02%
9,694
+5,603
530
$661K 0.02%
+33,945
531
$659K 0.02%
23,783
-2,453
532
$659K 0.02%
26,823
-189,853
533
$652K 0.02%
1,080
-53
534
$650K 0.02%
34,402
-3,699
535
$650K 0.02%
+9,418
536
$649K 0.02%
+9,427
537
$648K 0.02%
10,001
-732
538
$646K 0.02%
+2,725
539
$646K 0.02%
2,844
-6
540
$644K 0.02%
+33,871
541
$641K 0.02%
+6,940
542
$635K 0.02%
6,382
+2,757
543
$634K 0.02%
22,228
+7,058
544
$633K 0.02%
77,233
-12,573
545
$629K 0.02%
20,790
-141
546
$628K 0.02%
6,627
-4,617
547
$628K 0.02%
13,580
-492
548
$628K 0.02%
3,669
-2,046
549
$626K 0.02%
+4,037
550
$623K 0.02%
18,315
+2,359
20 21
22
23 24