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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
176
$1.37K 0.13%
46,107
+23,069
177
$1.33K 0.12%
32,596
+6,020
178
$1.32K 0.12%
19,612
+3,236
179
$1.31K 0.12%
5,697
+2,100
180
$1.28K 0.12%
10,898
+1,414
181
$1.28K 0.12%
11,617
+141
182
$1.28K 0.12%
51,966
+6,324
183
$1.27K 0.12%
53,340
+30,189
184
$1.27K 0.12%
12,327
-2,123
185
$1.26K 0.12%
+8,490
186
$1.25K 0.11%
22,512
-23,035
187
$1.24K 0.11%
+54,120
188
$1.23K 0.11%
9,006
+3,729
189
$1.22K 0.11%
36,704
+7,517
190
$1.21K 0.11%
+158,863
191
$1.18K 0.11%
20,984
-3,662
192
$1.18K 0.11%
28,650
-5,687
193
$1.16K 0.11%
35,965
+5,703
194
$1.16K 0.11%
16,861
+3,948
195
$1.13K 0.1%
+11,328
196
$1.13K 0.1%
65,250
+25,380
197
$1.12K 0.1%
33,496
-85
198
$1.11K 0.1%
11,347
+4,068
199
$1.1K 0.1%
+26,814
200
$1.08K 0.1%
+12,954
6 7
8
9 10