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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
$440M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.44M
3
+$4.64M
4
CB icon
Chubb
CB
+$4.33M
5
CME icon
CME Group
CME
+$4.33M

Top Sells

1
+$6.02M
2
+$4.93M
3
+$3.99M
4
CLX icon
Clorox
CLX
+$3.66M
5
BMS
Bemis
BMS
+$3.26M

Sector Composition

1 Consumer Staples 10.47%
2 Utilities 8.63%
3 Technology 8.6%
4 Industrials 8.16%
5 Financials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.64%
47,241
+1,090
52
$2.7M 0.61%
86,267
-6,715
53
$2.66M 0.61%
29,565
-3,066
54
$2.35M 0.53%
46,409
+2,476
55
$2.29M 0.52%
10,636
+1,292
56
$2.16M 0.49%
37,081
+735
57
$2.12M 0.48%
49,689
-2,384
58
$2.08M 0.47%
24,066
+4,121
59
$1.97M 0.45%
17,410
+3,752
60
$1.93M 0.44%
35,043
+6,387
61
$1.87M 0.43%
24,465
+5,567
62
$1.85M 0.42%
21,572
+18,193
63
$1.84M 0.42%
25,866
+3,808
64
$1.82M 0.41%
45,300
+17,888
65
$1.76M 0.4%
17,218
+828
66
$1.74M 0.39%
53,544
-11,992
67
$1.72M 0.39%
12,185
+4,310
68
$1.66M 0.38%
12,683
+23
69
$1.63M 0.37%
24,080
+1,212
70
$1.6M 0.36%
14,336
+2,944
71
$1.59M 0.36%
9,830
+7,097
72
$1.59M 0.36%
19,136
+3,979
73
$1.58M 0.36%
31,249
+4,599
74
$1.56M 0.35%
24,269
+4,895
75
$1.55M 0.35%
46,216
+20,048
1 2
3
4 5