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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$40.5K ﹤0.01%
384
-443
2152
$40.5K ﹤0.01%
984
2153
$40.4K ﹤0.01%
1,017
+5
2154
$40.1K ﹤0.01%
2,930
2155
$40.1K ﹤0.01%
+14,427
2156
$40K ﹤0.01%
898
+4
2157
$39.8K ﹤0.01%
3,225
-330
2158
$39.8K ﹤0.01%
537
+135
2159
$39.6K ﹤0.01%
327
2160
$39.6K ﹤0.01%
2,105
-26,974
2161
$39.5K ﹤0.01%
2,747
-9,984
2162
$39.5K ﹤0.01%
286
+6
2163
$39.5K ﹤0.01%
1,450
2164
$39.5K ﹤0.01%
2,429
+1,220
2165
$39.4K ﹤0.01%
197
-3,093
2166
$39.2K ﹤0.01%
338
2167
$39.1K ﹤0.01%
193
+39
2168
$39K ﹤0.01%
795
-6,231
2169
$39K ﹤0.01%
446
2170
$38.9K ﹤0.01%
2,240
+532
2171
$38.8K ﹤0.01%
5,798
-1,350
2172
$38.7K ﹤0.01%
995
2173
$38.4K ﹤0.01%
463
-37
2174
$38.4K ﹤0.01%
240
-9
2175
$38.2K ﹤0.01%
190
-35
85 86
87
88 89