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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
$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 6.66%
4 Industrials 5.14%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.09M 0.03%
24,953
-430
427
$2.09M 0.03%
43,566
-6,515
428
$2.08M 0.03%
35,415
+8,459
429
$2.04M 0.03%
38,982
+5,602
430
$2.04M 0.03%
49,899
+29,585
431
$2.03M 0.03%
+5,800
432
$2.03M 0.03%
115,890
-68,020
433
$2.02M 0.03%
11,683
-214
434
$2.01M 0.03%
+8,459
435
$2.01M 0.03%
+6,521
436
$2.01M 0.03%
+38,392
437
$2.01M 0.03%
+9,603
438
$1.99M 0.03%
+8,554
439
$1.97M 0.03%
114,169
-24,912
440
$1.97M 0.03%
9,816
-4,869
441
$1.96M 0.03%
21,594
-6,362
442
$1.96M 0.03%
39,170
+6,936
443
$1.96M 0.03%
12,629
+1,742
444
$1.94M 0.03%
+38,035
445
$1.92M 0.03%
13,624
-383
446
$1.92M 0.03%
+76,016
447
$1.91M 0.03%
58,273
+7,175
448
$1.91M 0.03%
+20,234
449
$1.9M 0.03%
47,710
-988
450
$1.89M 0.03%
61,217
-16,458
16 17
18
19 20