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
1101
-25,799
1102
-19,292
1103
-24,478
1104
-26,000