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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
26
$22.7M 0.79%
301,885
-9,796
27
$22.5M 0.78%
112,729
-1,068
28
$22.5M 0.78%
232,181
-1,782
29
$22.4M 0.78%
351,759
+36,170
30
$22.2M 0.77%
368,387
+53,918
31
$21.8M 0.76%
552,979
-5,123
32
$21.6M 0.75%
351,598
-5,211
33
$21.2M 0.74%
143,088
+105,145
34
$20.6M 0.72%
229,198
+52,408
35
$19.7M 0.68%
358,422
+47,910
36
$19.2M 0.67%
174,769
+2,709
37
$19.2M 0.67%
84,610
-65
38
$18.4M 0.64%
366,181
+20,887
39
$17.8M 0.62%
152,779
+137,418
40
$17.4M 0.6%
116,651
+5,467
41
$17.3M 0.6%
165,425
-19,704
42
$17.1M 0.59%
100,323
-6,119
43
$16.8M 0.58%
+171,718
44
$16.8M 0.58%
77,232
-5,660
45
$16.6M 0.58%
63,568
-8
46
$16.6M 0.58%
205,317
+189,802
47
$16.2M 0.56%
86,550
-3,122
48
$16M 0.56%
80,250
+10,728
49
$15.7M 0.54%
263,350
-260,287
50
$15.5M 0.54%
122,481
+20,724
1
2
3 4 5