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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
851
$229K 0.01%
+5,480
852
$227K 0.01%
+405
853
$227K 0.01%
6,510
854
$227K 0.01%
13,547
-40,077
855
$226K 0.01%
+7,084
856
$226K 0.01%
+4,601
857
$225K 0.01%
13,018
+740
858
$224K 0.01%
+4,176
859
$224K 0.01%
4,147
-57
860
$224K 0.01%
+3,908
861
$224K 0.01%
10,124
-5,231
862
$223K 0.01%
4,076
+103
863
$223K 0.01%
4,127
-994
864
$222K 0.01%
10,608
-20,747
865
$222K 0.01%
+6,931
866
$221K 0.01%
15,530
-5,000
867
$220K 0.01%
4,401
-107,661
868
$219K 0.01%
+2,852
869
$219K 0.01%
3,436
-208
870
$218K 0.01%
+4,340
871
$218K 0.01%
+4,647
872
$215K 0.01%
7,053
-401
873
$215K 0.01%
+1,692
874
$215K 0.01%
3,862
-504
875
$214K 0.01%
16,050
-892
33 34
35
36 37