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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
751
$269K 0.01%
+2,085
752
$269K 0.01%
10,674
+705
753
$267K 0.01%
+7,350
754
$265K 0.01%
6,995
+1,245
755
$265K 0.01%
2,569
-7,572
756
$265K 0.01%
+2,185
757
$264K 0.01%
2,883
+125
758
$262K 0.01%
+1,723
759
$262K 0.01%
2,066
760
$262K 0.01%
3,625
-911
761
$259K 0.01%
33,250
-750
762
$258K 0.01%
17,420
763
$256K 0.01%
+8,930
764
$254K 0.01%
7,432
+595
765
$253K 0.01%
+48,400
766
$250K 0.01%
3,295
+292
767
$249K 0.01%
5,444
-1,027
768
$248K 0.01%
1,372
769
$247K 0.01%
17,172
+6,793
770
$247K 0.01%
+4,839
771
$246K 0.01%
2,722
+350
772
$245K 0.01%
2,650
-112
773
$245K 0.01%
+2,416
774
$243K 0.01%
16,942
-1,776
775
$240K 0.01%
7,595
-10,303
29 30
31
32 33