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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.79M
3
+$8.8M
4
BA icon
Boeing
BA
+$8.11M
5
INTC icon
Intel
INTC
+$8.09M

Top Sells

1
+$7.92M
2
+$7.38M
3
+$7.38M
4
CB icon
Chubb
CB
+$6.68M
5
LEG icon
Leggett & Platt
LEG
+$6.44M

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.62K 0.15%
45,346
+21,873
152
$1.62K 0.15%
16,009
+645
153
$1.61K 0.15%
25,989
-3,383
154
$1.6K 0.15%
51,561
+1,433
155
$1.6K 0.15%
21,523
+1,212
156
$1.59K 0.15%
19,496
+659
157
$1.59K 0.15%
+12,691
158
$1.56K 0.14%
18,602
+15,086
159
$1.54K 0.14%
29,816
+4,260
160
$1.53K 0.14%
43,270
+3,223
161
$1.53K 0.14%
30,150
+1,464
162
$1.52K 0.14%
22,643
+4,399
163
$1.51K 0.14%
38,763
+2,628
164
$1.51K 0.14%
31,798
+8,804
165
$1.5K 0.14%
24,644
-962
166
$1.5K 0.14%
29,793
+13,446
167
$1.49K 0.14%
33,991
+1,788
168
$1.49K 0.14%
7,420
+347
169
$1.48K 0.14%
14,235
+11,717
170
$1.47K 0.13%
21,354
+931
171
$1.47K 0.13%
100,189
+21,411
172
$1.45K 0.13%
53,049
-4,791
173
$1.42K 0.13%
22,599
+5,476
174
$1.42K 0.13%
39,415
+3,004
175
$1.39K 0.13%
24,748
+2,896
5 6
7
8 9