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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4.02M 0.04%
36,332
-11,013
377
$3.98M 0.04%
32,398
+1,845
378
$3.98M 0.04%
28,051
-1,741
379
$3.97M 0.04%
60,837
+1,579
380
$3.96M 0.04%
138,315
+236
381
$3.94M 0.04%
45,381
+5,371
382
$3.91M 0.04%
49,946
+636
383
$3.91M 0.04%
64,530
-9,510
384
$3.91M 0.04%
61,534
+6,162
385
$3.89M 0.04%
10,655
-1,206
386
$3.86M 0.04%
109,665
+5,988
387
$3.85M 0.04%
78,070
+23,473
388
$3.85M 0.04%
116,008
-14,889
389
$3.84M 0.04%
70,864
+10,597
390
$3.82M 0.04%
59,934
-4,158
391
$3.82M 0.04%
175,495
+42,075
392
$3.81M 0.04%
56,835
-2,417
393
$3.81M 0.04%
67,900
+1,053
394
$3.8M 0.04%
111,507
+19,259
395
$3.79M 0.04%
120,009
+27,074
396
$3.76M 0.04%
85,280
-667
397
$3.73M 0.04%
101,044
-16,167
398
$3.71M 0.04%
+123,990
399
$3.7M 0.04%
12,947
-2,525
400
$3.67M 0.04%
131,568
-20,350
14 15
16
17 18