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
876
$213K 0.01%
+3,800
877
$213K 0.01%
+10,367
878
$213K 0.01%
+1,250
879
$213K 0.01%
+2,330
880
$212K 0.01%
+1,384
881
$211K 0.01%
5,620
-86
882
$211K 0.01%
+4,201
883
$211K 0.01%
10,985
-18,599
884
$210K 0.01%
+2,121
885
$210K 0.01%
+7,884
886
$209K 0.01%
+5,129
887
$209K 0.01%
+10,524
888
$205K 0.01%
+8,622
889
$205K 0.01%
8,980
+930
890
$205K 0.01%
+4,831
891
$205K 0.01%
+16,358
892
$203K 0.01%
20,011
+5,713
893
$202K 0.01%
8,117
894
$201K 0.01%
20,577
-1,713
895
$195K 0.01%
+16,104
896
$195K 0.01%
17,004
+330
897
$193K 0.01%
16,207
898
$190K 0.01%
13,012
+878
899
$187K 0.01%
30,235
-7,186
900
$184K 0.01%
16,500
34 35
36
37 38