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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
776
$239K 0.01%
+3,495
777
$238K 0.01%
22,899
-4,277
778
$237K 0.01%
+11,348
779
$236K 0.01%
10,000
780
$235K 0.01%
4,091
-740
781
$234K 0.01%
8,163
-423
782
$233K 0.01%
20,229
-906
783
$232K 0.01%
+1,148
784
$231K 0.01%
26,000
785
$230K 0.01%
6,825
-345
786
$228K 0.01%
+2,707
787
$227K 0.01%
+3,822
788
$226K 0.01%
+5,450
789
$226K 0.01%
8,050
-21,975
790
$226K 0.01%
6,510
-216
791
$225K 0.01%
22,290
+1,031
792
$225K 0.01%
9,865
+50
793
$225K 0.01%
+1,008
794
$223K 0.01%
16,530
795
$223K 0.01%
8,147
+497
796
$222K 0.01%
11,496
+1,108
797
$221K 0.01%
2,735
+203
798
$220K 0.01%
+2,211
799
$220K 0.01%
+2,387
800
$218K 0.01%
+4,156
30 31
32
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