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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
126
$4.88M 0.17%
147,724
+51,590
127
$4.87M 0.17%
+208,584
128
$4.77M 0.17%
31,975
+1,416
129
$4.69M 0.16%
216,676
+10,035
130
$4.65M 0.16%
92,252
+5,345
131
$4.65M 0.16%
39,519
+10,579
132
$4.6M 0.16%
93,205
-17,535
133
$4.57M 0.16%
9,413
+943
134
$4.56M 0.16%
112,062
+30,537
135
$4.55M 0.16%
34,906
+6,038
136
$4.5M 0.16%
72,504
+1,004
137
$4.47M 0.16%
181,726
-10,108
138
$4.46M 0.15%
84,406
-25,576
139
$4.45M 0.15%
33,201
+462
140
$4.41M 0.15%
53,827
+3,137
141
$4.4M 0.15%
128,268
+8,386
142
$4.34M 0.15%
131,614
+8,655
143
$4.29M 0.15%
14,418
+5,612
144
$4.29M 0.15%
71,907
+6,695
145
$4.26M 0.15%
15,656
+12,370
146
$4.25M 0.15%
38,387
+1,302
147
$4.21M 0.15%
162,582
-122,619
148
$4.16M 0.14%
35,777
-1,995
149
$4.15M 0.14%
41,309
-158
150
$4.14M 0.14%
27,629
+4,028
4 5
6
7 8