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NewEdge Advisors Portfolio holdings
AUM
$19.4B
This Quarter Return
+12.01%
1 Year Return
+18.33%
3 Year Return
+66.44%
5 Year Return
+121.13%
10 Year Return
+255.56%
AUM
$1.55B
AUM Growth
+$1.55B
(+99,680%)
Cap. Flow
+$74.5M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
16.75%
Holding
724
New
98
Increased
315
Reduced
223
Closed
55
Top Buys
| 1 |
Merck
MRK
|
$10.1M |
| 2 |
Clorox
CLX
|
$10.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$9.46M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$7.49M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.28M |
Top Sells
| 1 |
McDonald's
MCD
|
$31.5M |
| 2 |
Lockheed Martin
LMT
|
$8.63M |
| 3 |
Archer Daniels Midland
ADM
|
$7.3M |
| 4 |
Fastenal
FAST
|
$4.93M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.53M |
Sector Composition
| 1 | Technology | 9.19% |
| 2 | Financials | 7.32% |
| 3 | Industrials | 6.75% |
| 4 | Healthcare | 5.41% |
| 5 | Utilities | 4.68% |
