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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
901
$44K ﹤0.01%
21,800
902
$42K ﹤0.01%
+20,000
903
$42K ﹤0.01%
11,940
904
$36K ﹤0.01%
20,100
905
$36K ﹤0.01%
44,325
-2,100
906
$35K ﹤0.01%
19,880
+23
907
$30K ﹤0.01%
345
-98
908
$25K ﹤0.01%
10,100
909
$23K ﹤0.01%
+26,000
910
$20K ﹤0.01%
+20
911
$16K ﹤0.01%
1,010
912
$15K ﹤0.01%
11,438
-6,974
913
$14K ﹤0.01%
500
914
$12K ﹤0.01%
44,454
-400
915
$12K ﹤0.01%
1,000
916
$10K ﹤0.01%
10,000
917
$10K ﹤0.01%
+11,000
918
$8K ﹤0.01%
+400
919
– –
-4,494
920
– –
-12,793
921
– –
-778
922
– –
-63
923
– –
-41,854
924
– –
-7,857
925
– –
-21,600
35 36
37
38 39