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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
576
$497K 0.02%
7,509
-22,300
577
$495K 0.02%
+5,288
578
$495K 0.02%
21,639
+678
579
$494K 0.02%
17,602
+6,515
580
$490K 0.02%
1,765
+554
581
$488K 0.02%
3,166
-267
582
$487K 0.02%
30,710
-2,000
583
$484K 0.02%
47,900
-3,600
584
$484K 0.02%
+4,749
585
$484K 0.02%
9,055
-11,065
586
$481K 0.02%
3,416
-73
587
$480K 0.02%
+1,885
588
$478K 0.02%
4,319
+197
589
$477K 0.02%
+46,085
590
$473K 0.02%
16,570
+6,544
591
$471K 0.02%
13,467
-3,425
592
$471K 0.02%
10,525
+2,434
593
$468K 0.02%
18,653
+8,353
594
$468K 0.02%
3,404
-2,749
595
$467K 0.02%
+6,603
596
$466K 0.02%
19,342
+620
597
$466K 0.02%
19,006
+609
598
$463K 0.02%
4,915
-4,451
599
$462K 0.02%
48,886
-603
600
$462K 0.02%
28,100
-7,700
22 23
24
25 26