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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
101
$6.62M 0.23%
91,974
+9,528
102
$6.41M 0.22%
38,637
+7,197
103
$6.12M 0.21%
50,214
-8,265
104
$6.06M 0.21%
42,372
+4,707
105
$6.04M 0.21%
100,593
-6,459
106
$5.92M 0.21%
27,526
+1,744
107
$5.86M 0.2%
168,253
+25,341
108
$5.82M 0.2%
36,977
-4,417
109
$5.73M 0.2%
83,028
+10,323
110
$5.7M 0.2%
70,461
-3,697
111
$5.64M 0.2%
51,846
+2,111
112
$5.57M 0.19%
167,860
+67,740
113
$5.54M 0.19%
28,116
+9,132
114
$5.51M 0.19%
73,176
-1,604
115
$5.46M 0.19%
139,413
+8,216
116
$5.39M 0.19%
89,350
-18,875
117
$5.38M 0.19%
51,876
-1,465
118
$5.34M 0.19%
29,640
+3,523
119
$5.28M 0.18%
31,565
-75,898
120
$5.25M 0.18%
31,502
+11,067
121
$5.23M 0.18%
122,990
+43,154
122
$5.13M 0.18%
50,170
+13,060
123
$4.98M 0.17%
39,670
+17,422
124
$4.89M 0.17%
227,214
-19,753
125
$4.89M 0.17%
91,183
-45,248
3 4
5
6 7