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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
376
$1.03M 0.04%
13,798
-3,324
377
$1.02M 0.04%
7,421
+2,128
378
$1.02M 0.04%
10,751
+360
379
$1.02M 0.04%
25,543
-5,299
380
$1.02M 0.04%
21,075
-7,212
381
$1.01M 0.04%
17,298
+354
382
$1.01M 0.04%
3,016
+213
383
$1.01M 0.04%
4,325
-382
384
$1.01M 0.04%
+9,048
385
$1M 0.03%
45,267
+13,322
386
$997K 0.03%
45,733
+13,187
387
$991K 0.03%
7,680
-261
388
$990K 0.03%
3,686
-221
389
$990K 0.03%
1,303
+542
390
$988K 0.03%
46,333
+10,553
391
$983K 0.03%
18,950
+1,750
392
$981K 0.03%
27,463
+2,761
393
$981K 0.03%
+25,385
394
$975K 0.03%
+12,563
395
$974K 0.03%
48,494
+11,644
396
$970K 0.03%
11,663
-326
397
$970K 0.03%
20,556
-7,779
398
$970K 0.03%
16,350
-1,797
399
$964K 0.03%
51,446
+25,355
400
$957K 0.03%
10,251
-472
14 15
16
17 18