NA

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
$5.84B
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$40.5M
3
+$30.6M
4
GIS icon
General Mills
GIS
+$26.5M
5
DTE icon
DTE Energy
DTE
+$25.5M

Top Sells

1
+$24.2M
2
+$21.3M
3
+$20.7M
4
TSM icon
TSMC
TSM
+$19.7M
5
GRMN icon
Garmin
GRMN
+$19.4M

Sector Composition

1 Technology 7.8%
2 Healthcare 7.21%
3 Financials 6.65%
4 Industrials 5.14%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.86M 0.05%
+67,080
352
$2.85M 0.05%
+143,016
353
$2.84M 0.05%
14,265
+1,291
354
$2.83M 0.05%
44,717
-996
355
$2.81M 0.05%
100,604
+82,548
356
$2.79M 0.05%
+85,034
357
$2.78M 0.05%
58,168
+15,436
358
$2.77M 0.05%
132,459
-14,088
359
$2.76M 0.05%
16,380
+229
360
$2.74M 0.05%
42,621
-8,662
361
$2.74M 0.05%
25,347
-617
362
$2.73M 0.05%
32,796
-6,444
363
$2.7M 0.04%
91,729
-65,137
364
$2.68M 0.04%
7,944
-2,651
365
$2.68M 0.04%
24,223
+2,127
366
$2.66M 0.04%
42,049
-12,425
367
$2.66M 0.04%
14,648
+2,323
368
$2.66M 0.04%
114,095
+32,026
369
$2.64M 0.04%
59,237
+297
370
$2.63M 0.04%
19,565
+6,093
371
$2.63M 0.04%
52,885
+3,164
372
$2.62M 0.04%
15,211
+346
373
$2.6M 0.04%
19,249
-931
374
$2.6M 0.04%
12,697
+2,684
375
$2.58M 0.04%
16,809
-4,179
13 14
15
16 17