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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
551
$622K 0.02%
13,998
+1,027
552
$619K 0.02%
+12,246
553
$619K 0.02%
2,476
+591
554
$614K 0.02%
1,054
+167
555
$613K 0.02%
1,600
-177
556
$610K 0.02%
11,027
-1,125
557
$610K 0.02%
41,031
+1,402
558
$607K 0.02%
7,296
-213
559
$606K 0.02%
6,837
-6,313
560
$605K 0.02%
44,223
-3,270
561
$604K 0.02%
19,239
-248
562
$602K 0.02%
12,825
-385
563
$602K 0.02%
9,117
-2,012
564
$601K 0.02%
12,628
-2,154
565
$599K 0.02%
11,142
+2,909
566
$598K 0.02%
+17,093
567
$597K 0.02%
36,958
+800
568
$597K 0.02%
+24,852
569
$593K 0.02%
37,999
+14
570
$593K 0.02%
39,084
+1,572
571
$593K 0.02%
85,944
-18,780
572
$592K 0.02%
17,690
+8,552
573
$590K 0.02%
+5,051
574
$590K 0.02%
17,445
-1,235
575
$588K 0.02%
1,769
-1,247
21 22
23
24 25