NA

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
826
$239K 0.01%
13,265
-2,736
827
$238K 0.01%
360
+20
828
$238K 0.01%
2,274
-113
829
$238K 0.01%
16,530
830
$238K 0.01%
7,052
+215
831
$238K 0.01%
3,443
-106
832
$238K 0.01%
+2,176
833
$238K 0.01%
+8,975
834
$238K 0.01%
4,803
-1,646
835
$238K 0.01%
+26,469
836
$237K 0.01%
+7,427
837
$237K 0.01%
+2,572
838
$237K 0.01%
+4,264
839
$236K 0.01%
1,482
-16,753
840
$236K 0.01%
+12,000
841
$235K 0.01%
+6,620
842
$235K 0.01%
+1,811
843
$234K 0.01%
3,464
-1,447
844
$234K 0.01%
16,873
+5,779
845
$233K 0.01%
+6,743
846
$233K 0.01%
2,517
-53
847
$233K 0.01%
1,010
+2
848
$232K 0.01%
+4,143
849
$232K 0.01%
14,000
850
$230K 0.01%
3,753
-699
32 33
34
35 36