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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
851
$152K 0.01%
11,276
+454
852
$148K 0.01%
11,094
+132
853
$145K 0.01%
12,425
+417
854
$140K ﹤0.01%
16,500
855
$139K ﹤0.01%
18,345
-3,227
856
$137K ﹤0.01%
10,224
-1,601
857
$137K ﹤0.01%
14,810
+6,717
858
$136K ﹤0.01%
12,460
859
$136K ﹤0.01%
+12,825
860
$134K ﹤0.01%
11,991
861
$133K ﹤0.01%
16,674
862
$131K ﹤0.01%
26,773
-18,603
863
$129K ﹤0.01%
10,588
-79
864
$123K ﹤0.01%
12,278
-4,724
865
$123K ﹤0.01%
10,000
-100
866
$122K ﹤0.01%
+10,000
867
$110K ﹤0.01%
14,990
868
$106K ﹤0.01%
10,000
869
$105K ﹤0.01%
22,200
870
$105K ﹤0.01%
+10,400
871
$95K ﹤0.01%
11,680
+1,640
872
$89K ﹤0.01%
4,040
-1,188
873
$89K ﹤0.01%
25,500
+6,100
874
$83K ﹤0.01%
+14,000
875
$82K ﹤0.01%
+24,000
33 34
35
36 37