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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
51
$14.1M 0.49%
184,547
-23,725
52
$14M 0.49%
61,660
-8,641
53
$13.8M 0.48%
134,893
+13,382
54
$13.7M 0.48%
64,233
+1,105
55
$13.4M 0.47%
183,200
+13,620
56
$13.4M 0.47%
376,481
+79,614
57
$13M 0.45%
704,154
-2,289
58
$12.9M 0.45%
79,267
+4,027
59
$12.8M 0.45%
99,717
+4,762
60
$12.8M 0.44%
91,891
+1,826
61
$12.7M 0.44%
33,031
+1,575
62
$12.3M 0.43%
301,488
+14,120
63
$12.3M 0.43%
309,681
+8,161
64
$12.1M 0.42%
112,295
+2,537
65
$12M 0.42%
86,743
-122,894
66
$11.9M 0.41%
137,444
+15,464
67
$11.8M 0.41%
49,759
+1,031
68
$11.8M 0.41%
133,708
-8,915
69
$11.2M 0.39%
825,880
+165,920
70
$11M 0.38%
215,100
+1,829
71
$11M 0.38%
132,498
-1,885
72
$10.9M 0.38%
86,064
+4,857
73
$10.7M 0.37%
232,189
+20,472
74
$10.7M 0.37%
60,572
+14,913
75
$10.5M 0.36%
33,587
+1,991
1 2
3
4 5