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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
126
$5.14M 0.17%
91,384
+201
127
$5.01M 0.16%
80,323
+35,864
128
$5M 0.16%
34,204
+1,003
129
$4.99M 0.16%
174,044
-7,682
130
$4.98M 0.16%
90,797
-2,408
131
$4.98M 0.16%
229,126
+1,912
132
$4.92M 0.16%
46,472
+8,369
133
$4.91M 0.16%
21,357
-11,770
134
$4.9M 0.16%
25,003
-2,626
135
$4.89M 0.16%
23,014
+579
136
$4.89M 0.16%
25,128
-1,608
137
$4.86M 0.16%
72,893
-10,135
138
$4.84M 0.16%
91,132
+14,382
139
$4.82M 0.16%
82,655
-9,597
140
$4.82M 0.16%
135,096
-12,628
141
$4.79M 0.16%
348,595
+338,007
142
$4.59M 0.15%
30,136
-9,383
143
$4.51M 0.15%
106,924
+89,542
144
$4.43M 0.15%
146,186
-3,327
145
$4.42M 0.14%
+137,520
146
$4.41M 0.14%
6,116
+189
147
$4.41M 0.14%
36,689
+15,444
148
$4.38M 0.14%
72,760
+2,055
149
$4.36M 0.14%
36,683
+1,163
150
$4.35M 0.14%
24,681
+113
4 5
6
7 8