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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
751
$310K 0.01%
1,458
-2,050
752
$306K 0.01%
+2,130
753
$304K 0.01%
18,613
+149
754
$303K 0.01%
17,936
-1,545
755
$303K 0.01%
10,765
+1,835
756
$302K 0.01%
+2,619
757
$302K 0.01%
+20,000
758
$301K 0.01%
2,075
-110
759
$301K 0.01%
4,121
+565
760
$301K 0.01%
15,500
-10,000
761
$297K 0.01%
28,363
+1,590
762
$297K 0.01%
7,333
-851
763
$295K 0.01%
8,246
+99
764
$294K 0.01%
3,508
-233
765
$294K 0.01%
+19,871
766
$293K 0.01%
+6,234
767
$293K 0.01%
+11,717
768
$293K 0.01%
13,433
+683
769
$293K 0.01%
+6,052
770
$291K 0.01%
+1,897
771
$291K 0.01%
1,632
-64
772
$291K 0.01%
+3,164
773
$290K 0.01%
+3,438
774
$289K 0.01%
+16,924
775
$289K 0.01%
10,341
-1,213
29 30
31
32 33