NOI

Newton One Investments Portfolio holdings

AUM $338M
1-Year Est. Return 9.55%
This Quarter Est. Return
1 Year Est. Return
+9.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.95%
2 Financials 0.39%
3 Utilities 0.23%
4 Consumer Discretionary 0.19%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSFT icon
76
Microsoft
MSFT
$3.42T
$39K 0.01%
75
IEMG icon
77
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$37.7K 0.01%
572
APD icon
78
Air Products & Chemicals
APD
$59.5B
$36.3K 0.01%
133
+1
JNJ icon
79
Johnson & Johnson
JNJ
$527B
$28.2K 0.01%
152
+1
T icon
80
AT&T
T
$167B
$26.8K 0.01%
950
MO icon
81
Altria Group
MO
$104B
$26.8K 0.01%
406
+7
WFC icon
82
Wells Fargo
WFC
$273B
$25.9K 0.01%
310
+2
XOM icon
83
Exxon Mobil
XOM
$548B
$22.8K 0.01%
203
+2
QCOM icon
84
Qualcomm
QCOM
$171B
$22K 0.01%
132
+1
LYFT icon
85
Lyft
LYFT
$7.32B
$21.2K 0.01%
962
UTZ icon
86
Utz Brands
UTZ
$900M
$20.8K 0.01%
1,713
+8
GE icon
87
GE Aerospace
GE
$343B
$18.9K 0.01%
63
VSGX icon
88
Vanguard ESG International Stock ETF
VSGX
$5.88B
$18.8K 0.01%
271
+2
HD icon
89
Home Depot
HD
$378B
$16.3K ﹤0.01%
40
SCZ icon
90
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$16.3K ﹤0.01%
212
PINS icon
91
Pinterest
PINS
$17.5B
$16.1K ﹤0.01%
500
MMM icon
92
3M
MMM
$89.1B
$15.8K ﹤0.01%
102
+1
CMCSA icon
93
Comcast
CMCSA
$101B
$15.4K ﹤0.01%
491
MDLZ icon
94
Mondelez International
MDLZ
$73.9B
$15.2K ﹤0.01%
243
+1
ECL icon
95
Ecolab
ECL
$78.5B
$14.1K ﹤0.01%
51
DD icon
96
DuPont de Nemours
DD
$18B
$13.9K ﹤0.01%
428
+3
TSLA icon
97
Tesla
TSLA
$1.46T
$13.3K ﹤0.01%
30
-75
CTVA icon
98
Corteva
CTVA
$47.1B
$11.9K ﹤0.01%
176
+1
CSCO icon
99
Cisco
CSCO
$297B
$11K ﹤0.01%
161
UNM icon
100
Unum
UNM
$12.7B
$10.7K ﹤0.01%
137
+1