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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
926
$96K ﹤0.01%
12,093
-454
927
$96K ﹤0.01%
+10,569
928
$95K ﹤0.01%
+17,360
929
$94K ﹤0.01%
36,475
930
$94K ﹤0.01%
+13,587
931
$92K ﹤0.01%
19,800
-2,000
932
$89K ﹤0.01%
69,219
-2,025
933
$88K ﹤0.01%
11,191
+1,091
934
$88K ﹤0.01%
10,863
935
$87K ﹤0.01%
16,400
936
$86K ﹤0.01%
+10,796
937
$85K ﹤0.01%
+10,000
938
$81K ﹤0.01%
19,151
939
$81K ﹤0.01%
37,000
940
$76K ﹤0.01%
22,568
-1,789
941
$74K ﹤0.01%
12,673
942
$73K ﹤0.01%
13,864
943
$71K ﹤0.01%
24,000
-1,500
944
$71K ﹤0.01%
13,550
+1,000
945
$68K ﹤0.01%
11,000
946
$68K ﹤0.01%
10,948
-543
947
$68K ﹤0.01%
10,425
948
$68K ﹤0.01%
4,000
949
$67K ﹤0.01%
3,274
950
$61K ﹤0.01%
14,723
36 37
38
39 40