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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
676
$353K 0.01%
+16,028
677
$352K 0.01%
20,800
+800
678
$352K 0.01%
+3,102
679
$350K 0.01%
52,490
-1,475
680
$348K 0.01%
10,025
+2,612
681
$346K 0.01%
835
+17
682
$345K 0.01%
+6,010
683
$344K 0.01%
15,355
-370
684
$341K 0.01%
15,691
+1,008
685
$339K 0.01%
+213
686
$338K 0.01%
1,579
-299
687
$336K 0.01%
4,248
688
$335K 0.01%
+10,000
689
$333K 0.01%
+8,466
690
$332K 0.01%
4,156
-1,173
691
$331K 0.01%
+10,795
692
$331K 0.01%
12,664
-2,280
693
$330K 0.01%
6,045
-1,000
694
$330K 0.01%
29,847
+927
695
$328K 0.01%
6,635
-31
696
$327K 0.01%
+9,645
697
$326K 0.01%
+4,256
698
$320K 0.01%
1
699
$320K 0.01%
+10,750
700
$320K 0.01%
+10,622
26 27
28
29 30