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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
651
$381K 0.01%
14,011
-22
652
$372K 0.01%
+4,776
653
$370K 0.01%
+9,324
654
$370K 0.01%
6,075
655
$369K 0.01%
1,733
+385
656
$367K 0.01%
762
+62
657
$367K 0.01%
13,974
+280
658
$366K 0.01%
+7,855
659
$366K 0.01%
6,470
-2,034
660
$363K 0.01%
3,678
+278
661
$363K 0.01%
1,696
-266
662
$362K 0.01%
+5,841
663
$362K 0.01%
16,967
-195
664
$362K 0.01%
8,482
+251
665
$362K 0.01%
1,541
-1,109
666
$361K 0.01%
5,022
+455
667
$360K 0.01%
10,272
+2,321
668
$359K 0.01%
40,700
+1,600
669
$358K 0.01%
11,890
-1,497
670
$358K 0.01%
+13,336
671
$357K 0.01%
3,150
+3
672
$356K 0.01%
+3,077
673
$355K 0.01%
6,833
+124
674
$354K 0.01%
+1,409
675
$353K 0.01%
4,744
+816
25 26
27
28 29