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
$3.82T
$39K 0.01%
75
IEMG icon
77
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$37.7K 0.01%
572
APD icon
78
Air Products & Chemicals
APD
$56.4B
$36.3K 0.01%
133
+1
JNJ icon
79
Johnson & Johnson
JNJ
$465B
$28.2K 0.01%
152
+1
T icon
80
AT&T
T
$188B
$26.8K 0.01%
950
MO icon
81
Altria Group
MO
$109B
$26.8K 0.01%
406
+7
WFC icon
82
Wells Fargo
WFC
$262B
$25.9K 0.01%
310
+2
XOM icon
83
Exxon Mobil
XOM
$479B
$22.8K 0.01%
203
+2
QCOM icon
84
Qualcomm
QCOM
$176B
$22K 0.01%
132
+1
LYFT icon
85
Lyft
LYFT
$8.1B
$21.2K 0.01%
962
UTZ icon
86
Utz Brands
UTZ
$1.05B
$20.8K 0.01%
1,713
+8
GE icon
87
GE Aerospace
GE
$318B
$18.9K 0.01%
63
VSGX icon
88
Vanguard ESG International Stock ETF
VSGX
$5.23B
$18.8K 0.01%
271
+2
HD icon
89
Home Depot
HD
$390B
$16.3K ﹤0.01%
40
SCZ icon
90
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
$16.3K ﹤0.01%
212
PINS icon
91
Pinterest
PINS
$22B
$16.1K ﹤0.01%
500
MMM icon
92
3M
MMM
$81.3B
$15.8K ﹤0.01%
102
+1
CMCSA icon
93
Comcast
CMCSA
$109B
$15.4K ﹤0.01%
491
MDLZ icon
94
Mondelez International
MDLZ
$80.8B
$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
$33.3B
$13.9K ﹤0.01%
179
+1
TSLA icon
97
Tesla
TSLA
$1.46T
$13.3K ﹤0.01%
30
-75
CTVA icon
98
Corteva
CTVA
$41.7B
$11.9K ﹤0.01%
176
+1
CSCO icon
99
Cisco
CSCO
$277B
$11K ﹤0.01%
161
UNM icon
100
Unum
UNM
$12.9B
$10.7K ﹤0.01%
137
+1