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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
501
$634K 0.02%
7,674
-286
502
$633K 0.02%
20,112
-3,078
503
$629K 0.02%
104,724
-3,511
504
$624K 0.02%
33,219
+388
505
$623K 0.02%
11,129
-7,258
506
$621K 0.02%
4,950
-10
507
$621K 0.02%
11,509
+843
508
$620K 0.02%
4,698
+1,767
509
$618K 0.02%
+11,568
510
$614K 0.02%
7,403
+1,091
511
$612K 0.02%
25,149
+478
512
$609K 0.02%
3,031
-106
513
$609K 0.02%
12,152
-41,764
514
$604K 0.02%
5,864
-6,612
515
$602K 0.02%
2,850
+212
516
$602K 0.02%
3,508
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517
$597K 0.02%
31,355
-17,482
518
$594K 0.02%
22,767
+6,046
519
$594K 0.02%
+8,928
520
$593K 0.02%
+26,108
521
$591K 0.02%
+18,237
522
$591K 0.02%
10,337
-679
523
$590K 0.02%
4,816
-40
524
$589K 0.02%
1,133
+150
525
$586K 0.02%
47,493
+10,257
19 20
21
22 23