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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
826
$204K 0.01%
+10,606
827
$203K 0.01%
37,421
+951
828
$203K 0.01%
+1,049
829
$203K 0.01%
+3,545
830
$203K 0.01%
8,117
-341
831
$202K 0.01%
85,800
-200
832
$202K 0.01%
+4,540
833
$201K 0.01%
+4,818
834
$201K 0.01%
+5,121
835
$200K 0.01%
10,930
-2,456
836
$200K 0.01%
+4,452
837
$198K 0.01%
12,750
+133
838
$192K 0.01%
20,530
-19,720
839
$191K 0.01%
12,134
-313
840
$187K 0.01%
13,932
841
$187K 0.01%
+11,959
842
$187K 0.01%
+42,610
843
$182K 0.01%
+13,609
844
$178K 0.01%
16,207
845
$177K 0.01%
12,048
-14
846
$175K 0.01%
12,180
-425
847
$170K 0.01%
10,200
848
$170K 0.01%
27,170
-2,080
849
$167K 0.01%
21,980
-2,000
850
$161K 0.01%
+10,000
32 33
34
35 36