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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
$2.25B
AUM Growth
+$618M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 8.4%
2 Technology 8.15%
3 Financials 7.33%
4 Consumer Staples 6.38%
5 Utilities 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
-17,725