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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
701
$315K 0.01%
4,575
-44
702
$314K 0.01%
+6,342
703
$313K 0.01%
8,427
-69
704
$311K 0.01%
2,274
-2,831
705
$309K 0.01%
+6,174
706
$308K 0.01%
10,079
-3,618
707
$307K 0.01%
3,226
-53
708
$307K 0.01%
4,911
-1,723
709
$305K 0.01%
4,710
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710
$304K 0.01%
1,860
+2
711
$302K 0.01%
+2,426
712
$301K 0.01%
+3,810
713
$299K 0.01%
14,330
-13,892
714
$298K 0.01%
10,290
-2,042
715
$297K 0.01%
2,850
-19
716
$295K 0.01%
6,798
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717
$293K 0.01%
+3,073
718
$291K 0.01%
+11,554
719
$290K 0.01%
+3,246
720
$290K 0.01%
14,457
721
$289K 0.01%
5,969
-91
722
$289K 0.01%
5,314
-440
723
$288K 0.01%
5,981
+33
724
$287K 0.01%
+8,762
725
$287K 0.01%
11,269
-66
27 28
29
30 31