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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
301
$1.46M 0.05%
20,834
-23,651
302
$1.46M 0.05%
61,973
+29,988
303
$1.46M 0.05%
6,302
+2,106
304
$1.46M 0.05%
36,023
+1,876
305
$1.43M 0.05%
51,507
+1,545
306
$1.41M 0.05%
75,167
-3,500
307
$1.41M 0.05%
22,690
-25,983
308
$1.4M 0.05%
54,912
+10,383
309
$1.4M 0.05%
12,602
+307
310
$1.39M 0.05%
74,041
+31,262
311
$1.39M 0.05%
59,011
-23,491
312
$1.37M 0.05%
54,184
-3,446
313
$1.36M 0.05%
37,894
+18,800
314
$1.34M 0.05%
60,890
+34,992
315
$1.32M 0.05%
4,651
+159
316
$1.32M 0.05%
20,241
+179
317
$1.31M 0.05%
25,770
-4,095
318
$1.3M 0.05%
13,733
-82
319
$1.3M 0.05%
21,345
-3,493
320
$1.29M 0.04%
8,164
+618
321
$1.28M 0.04%
27,567
-2,324
322
$1.28M 0.04%
19,984
+5,785
323
$1.27M 0.04%
11,269
+1,142
324
$1.27M 0.04%
41,397
-6,104
325
$1.27M 0.04%
3,649
+1,436
11 12
13
14 15