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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
201
$2.83M 0.1%
89,250
+17,172
202
$2.82M 0.1%
11,913
+2,157
203
$2.8M 0.1%
55,920
+8,810
204
$2.77M 0.1%
48,061
+5,509
205
$2.75M 0.1%
17,646
+7,341
206
$2.71M 0.09%
33,918
-4,741
207
$2.7M 0.09%
16,302
-2,067
208
$2.69M 0.09%
12,819
+1,026
209
$2.63M 0.09%
15,936
-3,328
210
$2.63M 0.09%
28,054
-10,935
211
$2.6M 0.09%
26,187
+2,013
212
$2.59M 0.09%
51,613
+13,223
213
$2.58M 0.09%
31,616
-8,099
214
$2.55M 0.09%
25,368
-2,723
215
$2.51M 0.09%
48,642
+1,278
216
$2.45M 0.09%
18,872
-193
217
$2.42M 0.08%
44,459
+12,611
218
$2.37M 0.08%
11,285
-2,599
219
$2.33M 0.08%
30,821
-9,365
220
$2.31M 0.08%
38,880
-783
221
$2.31M 0.08%
7,075
+3,046
222
$2.27M 0.08%
59,171
+18,752
223
$2.27M 0.08%
28,587
-4,935
224
$2.26M 0.08%
40,584
+344
225
$2.25M 0.08%
29,337
+7,897
7 8
9
10 11