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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
526
$586K 0.02%
9,231
+661
527
$584K 0.02%
18,816
-3,019
528
$581K 0.02%
41,207
+3,290
529
$580K 0.02%
4,848
-411
530
$578K 0.02%
7,434
-1,461
531
$576K 0.02%
5,032
+258
532
$576K 0.02%
14,288
-7,184
533
$572K 0.02%
24,478
+606
534
$570K 0.02%
4,572
+529
535
$568K 0.02%
3,345
-37
536
$567K 0.02%
9,608
+399
537
$564K 0.02%
14,072
+726
538
$564K 0.02%
20,850
+1,510
539
$562K 0.02%
24,511
+675
540
$560K 0.02%
+25,039
541
$560K 0.02%
10,733
+1,485
542
$559K 0.02%
+10,560
543
$557K 0.02%
12,255
-2,395
544
$553K 0.02%
8,673
+4,342
545
$551K 0.02%
12,485
-2,167
546
$546K 0.02%
15,904
-771
547
$545K 0.02%
3,804
-226
548
$544K 0.02%
+15,956
549
$543K 0.02%
6,675
+1,519
550
$542K 0.02%
20,931
+1,506
20 21
22
23 24