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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
$16.6B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,093
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$40.3M
3
+$37.5M
4
IBM icon
IBM
IBM
+$34.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33.8M

Top Sells

1
+$37.6M
2
+$34.4M
3
+$27.6M
4
MDLZ icon
Mondelez International
MDLZ
+$25.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$25M

Sector Composition

1 Technology 15.13%
2 Financials 6.53%
3 Consumer Discretionary 5%
4 Healthcare 4%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3601
$759 ﹤0.01%
597
3602
$758 ﹤0.01%
+80
3603
$755 ﹤0.01%
109
3604
$749 ﹤0.01%
49
-202
3605
$748 ﹤0.01%
43
+2
3606
$741 ﹤0.01%
27
3607
$739 ﹤0.01%
104
3608
$735 ﹤0.01%
7
3609
$730 ﹤0.01%
75
3610
$727 ﹤0.01%
44
-50
3611
$718 ﹤0.01%
12
3612
$718 ﹤0.01%
8
3613
$705 ﹤0.01%
102
+2
3614
$702 ﹤0.01%
55
3615
$694 ﹤0.01%
+7
3616
$693 ﹤0.01%
218
3617
$690 ﹤0.01%
+300
3618
$679 ﹤0.01%
100
3619
$669 ﹤0.01%
189
3620
$664 ﹤0.01%
185
3621
$646 ﹤0.01%
+17
3622
$645 ﹤0.01%
20
3623
$644 ﹤0.01%
94
3624
$643 ﹤0.01%
100
3625
$640 ﹤0.01%
413
143 144
145
146 147