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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
426
$849K 0.03%
16,291
-11,966
427
$847K 0.03%
16,346
-7,615
428
$844K 0.03%
+9,203
429
$841K 0.03%
130,962
-500
430
$841K 0.03%
5,715
+4,208
431
$841K 0.03%
14,383
-5,077
432
$829K 0.03%
47,043
+2,502
433
$822K 0.03%
12,630
+12
434
$818K 0.03%
38,567
+28,267
435
$815K 0.03%
15,595
-1,894
436
$815K 0.03%
77,675
+624
437
$813K 0.03%
7,515
-429
438
$812K 0.03%
51,451
-4,281
439
$811K 0.03%
14,576
+502
440
$804K 0.03%
14,201
-1,387
441
$800K 0.03%
4,509
+3,082
442
$794K 0.03%
29,091
-433
443
$793K 0.03%
32,590
+2,161
444
$792K 0.03%
25,896
+5,026
445
$786K 0.03%
67,145
-986
446
$786K 0.03%
2,711
+354
447
$785K 0.03%
+41,198
448
$785K 0.03%
5,331
+1,217
449
$777K 0.03%
5,735
+578
450
$776K 0.03%
44,478
+9,769
16 17
18
19 20