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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$3.95K ﹤0.01%
69
+1
2877
$3.92K ﹤0.01%
49
-15
2878
$3.92K ﹤0.01%
367
2879
$3.85K ﹤0.01%
18
-1
2880
$3.82K ﹤0.01%
126
-55
2881
$3.81K ﹤0.01%
398
2882
$3.8K ﹤0.01%
132
+1
2883
$3.8K ﹤0.01%
+210
2884
$3.8K ﹤0.01%
+170
2885
$3.8K ﹤0.01%
538
-27
2886
$3.79K ﹤0.01%
100
2887
$3.74K ﹤0.01%
+329
2888
$3.73K ﹤0.01%
1,236
+1,000
2889
$3.73K ﹤0.01%
+214
2890
$3.7K ﹤0.01%
100
2891
$3.68K ﹤0.01%
+146
2892
$3.64K ﹤0.01%
741
2893
$3.63K ﹤0.01%
1,396
2894
$3.62K ﹤0.01%
500
2895
$3.62K ﹤0.01%
+43
2896
$3.61K ﹤0.01%
1,309
2897
$3.61K ﹤0.01%
17
+7
2898
$3.57K ﹤0.01%
73
2899
$3.57K ﹤0.01%
1,792
2900
$3.56K ﹤0.01%
+225
114 115
116
117 118