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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
476
$705K 0.02%
2,855
-257
477
$700K 0.02%
28,420
+3,026
478
$692K 0.02%
26,702
-22
479
$691K 0.02%
35,145
-3,903
480
$681K 0.02%
2,137
+244
481
$680K 0.02%
14,782
-5,838
482
$675K 0.02%
12,498
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483
$674K 0.02%
13,864
-12,109
484
$666K 0.02%
2,036
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485
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18,709
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486
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2,991
-1,714
487
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14,486
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488
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12,048
-4,866
489
$651K 0.02%
25,799
-1,235
490
$651K 0.02%
30,691
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491
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492
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3,422
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493
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494
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495
$640K 0.02%
+66,330
496
$639K 0.02%
89,806
+35,953
497
$637K 0.02%
10,781
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498
$637K 0.02%
2,045
+45
499
$635K 0.02%
6,704
-1,453
500
$635K 0.02%
17,382
-5,643
18 19
20
21 22