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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
776
$288K 0.01%
3,687
-561
777
$284K 0.01%
+5,431
778
$283K 0.01%
8,582
-1,054
779
$283K 0.01%
4,374
-658
780
$282K 0.01%
7,022
+197
781
$280K 0.01%
+7,239
782
$279K 0.01%
13,892
+2,751
783
$279K 0.01%
+8,854
784
$278K 0.01%
+1,892
785
$275K 0.01%
37,048
+9,878
786
$274K 0.01%
2,623
-3,980
787
$274K 0.01%
4,787
-9,077
788
$272K 0.01%
+20,000
789
$272K 0.01%
27,630
-2,359
790
$271K 0.01%
4,156
791
$271K 0.01%
2,776
+54
792
$270K 0.01%
7,776
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793
$267K 0.01%
1,811
-1,435
794
$267K 0.01%
2,211
795
$267K 0.01%
+5,629
796
$267K 0.01%
+3,272
797
$265K 0.01%
12,957
-1,500
798
$265K 0.01%
+4,317
799
$265K 0.01%
+4,890
800
$264K 0.01%
9,910
+45
30 31
32
33 34