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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
151
$4.11M 0.14%
26,736
+5,246
152
$4.02M 0.14%
10,513
-1,952
153
$3.99M 0.14%
45,837
-181,633
154
$3.92M 0.14%
71,237
+6,706
155
$3.85M 0.13%
158,977
-3,688
156
$3.84M 0.13%
80,941
-9,276
157
$3.77M 0.13%
19,523
-3,275
158
$3.77M 0.13%
34,075
+24,857
159
$3.74M 0.13%
30,154
-15,862
160
$3.69M 0.13%
22,435
-791
161
$3.69M 0.13%
+93,451
162
$3.69M 0.13%
70,705
-1,229
163
$3.66M 0.13%
46,399
-77,831
164
$3.63M 0.13%
42,194
-20,848
165
$3.62M 0.13%
56,905
+1,579
166
$3.6M 0.13%
149,513
+17,670
167
$3.6M 0.13%
35,520
+1,695
168
$3.58M 0.12%
61,984
-1,036
169
$3.54M 0.12%
40,408
+4,227
170
$3.53M 0.12%
114,870
-4,995
171
$3.52M 0.12%
38,103
-219
172
$3.47M 0.12%
50,931
+20,560
173
$3.45M 0.12%
+76,750
174
$3.44M 0.12%
7,802
+733
175
$3.43M 0.12%
24,568
-323
5 6
7
8 9