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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
326
$1.26M 0.04%
19,344
-39,805
327
$1.26M 0.04%
25,013
+9,962
328
$1.26M 0.04%
43,247
+1,722
329
$1.26M 0.04%
3,814
-1,960
330
$1.25M 0.04%
10,688
+1,294
331
$1.24M 0.04%
44,539
-7,511
332
$1.24M 0.04%
8,920
+2,320
333
$1.24M 0.04%
+7,901
334
$1.24M 0.04%
+20,470
335
$1.24M 0.04%
+14,939
336
$1.24M 0.04%
+15,570
337
$1.23M 0.04%
+14,143
338
$1.22M 0.04%
24,246
-2,449
339
$1.21M 0.04%
30,213
-5,177
340
$1.21M 0.04%
33,664
-32,144
341
$1.2M 0.04%
+3,256
342
$1.2M 0.04%
12,377
-905
343
$1.2M 0.04%
+7,635
344
$1.19M 0.04%
7,324
-247
345
$1.19M 0.04%
5,389
+9
346
$1.19M 0.04%
20,607
-2,910
347
$1.18M 0.04%
43,157
+2,510
348
$1.18M 0.04%
14,129
-15,722
349
$1.17M 0.04%
+16,908
350
$1.16M 0.04%
23,352
-738
12 13
14
15 16