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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
551
$542K 0.02%
19,487
-1,790
552
$539K 0.02%
9,234
-2,755
553
$537K 0.02%
+5,672
554
$535K 0.02%
78,165
+16,547
555
$533K 0.02%
+36,158
556
$533K 0.02%
13,210
-490
557
$531K 0.02%
1,105
-16
558
$530K 0.02%
11,332
+1,906
559
$528K 0.02%
+37,985
560
$526K 0.02%
5,151
+432
561
$525K 0.02%
34,215
+13,750
562
$522K 0.02%
5,536
+2,344
563
$521K 0.02%
12,971
564
$521K 0.02%
15,306
+1,964
565
$521K 0.02%
+7,851
566
$519K 0.02%
7,629
+115
567
$516K 0.02%
9,749
+341
568
$516K 0.02%
5,614
+199
569
$508K 0.02%
15,315
-34,024
570
$507K 0.02%
+8,260
571
$502K 0.02%
18,680
+351
572
$498K 0.02%
+1,780
573
$498K 0.02%
12,551
+1,530
574
$498K 0.02%
37,512
-1,398
575
$497K 0.02%
10,629
+3,883
21 22
23
24 25