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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
176
$3.43M 0.12%
57,680
+1,416
177
$3.38M 0.12%
54,350
+1,215
178
$3.37M 0.12%
48,963
-1,594
179
$3.36M 0.12%
60,435
-31,473
180
$3.35M 0.12%
22,680
-6,774
181
$3.34M 0.12%
5,927
+500
182
$3.33M 0.12%
21,316
+196
183
$3.29M 0.11%
40,292
+400
184
$3.28M 0.11%
89,918
-6,050
185
$3.2M 0.11%
30,337
-12,285
186
$3.2M 0.11%
21,679
+12,102
187
$3.19M 0.11%
34,651
+20,521
188
$3.17M 0.11%
54,343
+12,691
189
$3.11M 0.11%
80,458
-5,597
190
$3.1M 0.11%
23,237
+11,482
191
$3.06M 0.11%
147,491
+38,584
192
$3.04M 0.11%
18,235
+13,488
193
$3.03M 0.11%
35,088
+17,050
194
$3.02M 0.11%
12,012
+2,770
195
$2.99M 0.1%
15,814
-7,290
196
$2.94M 0.1%
35,360
-5,748
197
$2.92M 0.1%
17,255
+7,757
198
$2.87M 0.1%
35,506
+10,992
199
$2.84M 0.1%
132,233
+32,078
200
$2.83M 0.1%
13,599
+591
6 7
8
9 10