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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
351
$1.16M 0.04%
17,966
+13,512
352
$1.14M 0.04%
38,807
+21,198
353
$1.14M 0.04%
11,860
+2,468
354
$1.13M 0.04%
3,137
+395
355
$1.13M 0.04%
94,349
+5,667
356
$1.11M 0.04%
37,970
+3,348
357
$1.11M 0.04%
20,066
-1,256
358
$1.1M 0.04%
33,641
-416
359
$1.1M 0.04%
40,397
-5,735
360
$1.1M 0.04%
18,320
+2,348
361
$1.09M 0.04%
1,012
+536
362
$1.09M 0.04%
25,435
-1,763
363
$1.09M 0.04%
7,869
-839
364
$1.09M 0.04%
3,043
+215
365
$1.08M 0.04%
14,030
-7,413
366
$1.08M 0.04%
+10,507
367
$1.07M 0.04%
188,424
-2,000
368
$1.07M 0.04%
43,893
-2,691
369
$1.05M 0.04%
56,454
-1,000
370
$1.05M 0.04%
20,259
-5,657
371
$1.04M 0.04%
9,013
+1,192
372
$1.04M 0.04%
47,942
+2,020
373
$1.04M 0.04%
11,380
+118
374
$1.03M 0.04%
4,968
+854
375
$1.03M 0.04%
9,205
-617
13 14
15
16 17