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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
76
$10.3M 0.36%
140,540
+14,980
77
$9.97M 0.35%
33,918
+10,278
78
$9.88M 0.34%
29,228
+3,019
79
$9.88M 0.34%
119,285
-24,867
80
$9.87M 0.34%
137,118
+6,406
81
$9.76M 0.34%
194,697
+10,325
82
$9.59M 0.33%
218,178
+37,548
83
$9.55M 0.33%
129,384
+33,861
84
$9.29M 0.32%
185,988
+33,594
85
$8.96M 0.31%
248,985
-9,654
86
$8.42M 0.29%
33,127
+8,998
87
$8.32M 0.29%
224,555
-18,950
88
$8.22M 0.29%
+101,746
89
$8.13M 0.28%
22,908
+6,469
90
$8.05M 0.28%
183,087
+32,926
91
$8M 0.28%
219,570
+25,390
92
$7.88M 0.27%
157,958
+3,678
93
$7.74M 0.27%
133,036
-24,315
94
$7.59M 0.26%
83,503
+16,749
95
$7.52M 0.26%
42,659
+7,305
96
$7.23M 0.25%
28,768
+2,604
97
$7.17M 0.25%
165,820
+6,351
98
$7.1M 0.25%
68,330
+31,242
99
$7.08M 0.25%
14,443
+1,328
100
$6.81M 0.24%
131,477
-306,623
2 3
4
5 6