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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
601
$460K 0.02%
11,679
-45,565
602
$459K 0.02%
38,101
+2,283
603
$458K 0.02%
6,400
-972
604
$458K 0.02%
5,686
-1,510
605
$457K 0.02%
+887
606
$451K 0.02%
+1,548
607
$449K 0.02%
8,110
+450
608
$447K 0.02%
7,594
-754
609
$446K 0.02%
+28,388
610
$440K 0.02%
2,562
-5,317
611
$439K 0.02%
5,304
+1,104
612
$437K 0.02%
+21,910
613
$437K 0.02%
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614
$436K 0.02%
2,475
615
$434K 0.02%
+8,425
616
$432K 0.02%
21,453
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617
$431K 0.02%
40,860
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618
$429K 0.01%
7,564
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619
$427K 0.01%
6,057
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620
$427K 0.01%
+12,000
621
$426K 0.01%
8,233
-7,303
622
$426K 0.01%
17,579
-494
623
$423K 0.01%
11,677
+804
624
$422K 0.01%
81,690
+2,500
625
$419K 0.01%
10,974
+548
23 24
25
26 27