NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Return
18.33%
This Quarter Return
+8.84%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$2.88B
AUM Growth
+$318M
(+12%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
4.66%
Top 10 Holdings %
Top 10 Hldgs %
18.68%
Holding
1,006
New
150
Increased
390
Reduced
336
Closed
85
Top Buys
| 1 |
TE Connectivity
TEL
|
+$16.8M |
| 2 |
Analog Devices
ADI
|
+$16M |
| 3 |
Eli Lilly
LLY
|
+$15.6M |
| 4 |
TSMC
TSM
|
+$15.4M |
| 5 |
McDonald's
MCD
|
+$15M |
Top Sells
| 1 |
PepsiCo
PEP
|
+$17M |
| 2 |
Intel
INTC
|
+$15.9M |
| 3 |
Novartis
NVS
|
+$15.8M |
| 4 |
Verizon
VZ
|
+$15.5M |
| 5 |
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% |
