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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
2376
$20.5K ﹤0.01%
783
+157
2377
$20.4K ﹤0.01%
357
+89
2378
$20.3K ﹤0.01%
2,000
-452
2379
$20.3K ﹤0.01%
125
+1
2380
$20.2K ﹤0.01%
453
-106
2381
$20.1K ﹤0.01%
220
2382
$20.1K ﹤0.01%
466
-1,821
2383
$20K ﹤0.01%
634
+37
2384
$20K ﹤0.01%
1,795
2385
$20K ﹤0.01%
571
-2,647
2386
$19.9K ﹤0.01%
1,431
+183
2387
$19.8K ﹤0.01%
121
+10
2388
$19.7K ﹤0.01%
2,318
-14,980
2389
$19.6K ﹤0.01%
231
-2
2390
$19.6K ﹤0.01%
319
+234
2391
$19.4K ﹤0.01%
457
-273
2392
$19.3K ﹤0.01%
585
+165
2393
$19.1K ﹤0.01%
700
2394
$19K ﹤0.01%
241
-3,636
2395
$18.8K ﹤0.01%
105
-395
2396
$18.7K ﹤0.01%
2,914
2397
$18.5K ﹤0.01%
370
2398
$18.4K ﹤0.01%
460
2399
$18.4K ﹤0.01%
903
-8,398
2400
$18.3K ﹤0.01%
800
94 95
96
97 98