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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
626
$418K 0.01%
4,969
+183
627
$415K 0.01%
742
+118
628
$414K 0.01%
79,925
-79
629
$414K 0.01%
10,483
-208
630
$412K 0.01%
3,359
+181
631
$412K 0.01%
1,746
+79
632
$412K 0.01%
+3,699
633
$412K 0.01%
3,953
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634
$412K 0.01%
13,745
-13,387
635
$410K 0.01%
+9,711
636
$408K 0.01%
8,233
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637
$408K 0.01%
15,170
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638
$405K 0.01%
13,180
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639
$404K 0.01%
2,234
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640
$400K 0.01%
11,058
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641
$396K 0.01%
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642
$394K 0.01%
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643
$394K 0.01%
53,624
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644
$391K 0.01%
3,849
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645
$391K 0.01%
14,768
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646
$390K 0.01%
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647
$389K 0.01%
25,500
648
$387K 0.01%
15,521
-14,658
649
$385K 0.01%
14,548
-13,798
650
$382K 0.01%
6,846
-903
24 25
26
27 28