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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
726
$287K 0.01%
+10,551
727
$284K 0.01%
30,975
-433
728
$282K 0.01%
3,741
-1,260
729
$282K 0.01%
+24,707
730
$282K 0.01%
+6,385
731
$282K 0.01%
6,449
+947
732
$281K 0.01%
20,507
+62
733
$281K 0.01%
4,366
+1,811
734
$279K 0.01%
8,184
+385
735
$278K 0.01%
16,001
-1,800
736
$278K 0.01%
+13,956
737
$277K 0.01%
5,032
-505
738
$276K 0.01%
+3,556
739
$275K 0.01%
1,696
+101
740
$274K 0.01%
3,142
741
$273K 0.01%
3,266
+24
742
$273K 0.01%
9,636
-132
743
$273K 0.01%
29,989
-5,614
744
$273K 0.01%
3,900
+533
745
$272K 0.01%
19,481
+8,384
746
$272K 0.01%
11,141
-7,240
747
$270K 0.01%
3,551
+1,108
748
$270K 0.01%
18,464
+59
749
$269K 0.01%
3,451
-89
750
$269K 0.01%
3,246
-149
28 29
30
31 32