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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.04M 0.01%
26,698
+18,911
852
$1.04M 0.01%
32,953
+21,800
853
$1.03M 0.01%
9,546
-1,194
854
$1.03M 0.01%
9,353
+500
855
$1.02M 0.01%
60,495
+14,959
856
$1.02M 0.01%
68,870
-1,297
857
$1.02M 0.01%
10,651
+2,054
858
$1.01M 0.01%
40,024
+1,576
859
$1.01M 0.01%
92,282
-12,495
860
$1.01M 0.01%
10,779
-1,892
861
$1.01M 0.01%
+25,247
862
$1.01M 0.01%
30,513
-3,584
863
$1M 0.01%
42,362
-543,311
864
$1M 0.01%
22,242
+5,594
865
$1,000K 0.01%
2,030
+1,827
866
$987K 0.01%
10,524
-71
867
$985K 0.01%
13,391
-251
868
$985K 0.01%
8,080
-1,422
869
$981K 0.01%
2,855
+2,523
870
$978K 0.01%
94,863
+39,248
871
$978K 0.01%
24,137
+439
872
$977K 0.01%
230,910
+2,000
873
$975K 0.01%
155,791
-1,584
874
$973K 0.01%
25,015
-245
875
$966K 0.01%
25,963
+191
33 34
35
36 37