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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
$2.88B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16M
3
+$15.6M
4
TSM icon
TSMC
TSM
+$15.4M
5
MCD icon
McDonald's
MCD
+$15M

Top Sells

1
+$17M
2
+$15.9M
3
+$15.8M
4
VZ icon
Verizon
VZ
+$15.5M
5
CME icon
CME Group
CME
+$12.7M

Sector Composition

1 Technology 14.71%
2 Healthcare 8.24%
3 Consumer Discretionary 6.83%
4 Consumer Staples 5.37%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.94M 0.07%
17,576
+798
252
$1.92M 0.07%
72,816
+4,852
253
$1.88M 0.07%
25,856
+9,621
254
$1.87M 0.06%
10,084
+1,938
255
$1.84M 0.06%
3,926
+772
256
$1.84M 0.06%
125,214
-43,569
257
$1.84M 0.06%
33,624
+7,810
258
$1.83M 0.06%
53,525
+434
259
$1.82M 0.06%
64,220
-42,525
260
$1.82M 0.06%
19,485
-2,278
261
$1.82M 0.06%
33,489
-32,897
262
$1.78M 0.06%
24,400
-4,086
263
$1.76M 0.06%
21,031
+1,445
264
$1.75M 0.06%
204,839
+13,828
265
$1.75M 0.06%
16,144
-162
266
$1.71M 0.06%
14,080
-131
267
$1.71M 0.06%
35,253
-2,476
268
$1.71M 0.06%
10,308
+6,721
269
$1.7M 0.06%
76,696
-700
270
$1.7M 0.06%
7,876
-1,255
271
$1.69M 0.06%
7,918
+18
272
$1.69M 0.06%
+37,200
273
$1.68M 0.06%
20,999
-908
274
$1.68M 0.06%
38,888
-32,777
275
$1.67M 0.06%
15,667
-577
9 10
11
12 13