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
$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
276
$1.67M 0.06%
+9,016
277
$1.63M 0.06%
8,396
+215
278
$1.62M 0.06%
7,931
+4,333
279
$1.61M 0.06%
28,115
+2,766
280
$1.61M 0.06%
36,552
+9,094
281
$1.61M 0.06%
24,629
+8,055
282
$1.61M 0.06%
28,917
+2,305
283
$1.6M 0.06%
31,573
+17,482
284
$1.59M 0.06%
107,733
-1,149
285
$1.58M 0.05%
19,292
-3,483
286
$1.55M 0.05%
23,432
+8,197
287
$1.55M 0.05%
25,999
+12,853
288
$1.54M 0.05%
14,618
+11
289
$1.54M 0.05%
89,300
+67,024
290
$1.54M 0.05%
19,640
-266
291
$1.54M 0.05%
16,444
+1,032
292
$1.52M 0.05%
5,543
+2,388
293
$1.52M 0.05%
15,158
-3,013
294
$1.51M 0.05%
37,485
-6,119
295
$1.5M 0.05%
9,251
-799
296
$1.5M 0.05%
117,997
+19,705
297
$1.5M 0.05%
235,260
-2,600
298
$1.49M 0.05%
13,175
-2,343
299
$1.48M 0.05%
865
-28
300
$1.46M 0.05%
31,118
+8,411
10 11
12
13 14