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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
451
$1.87M 0.03%
+79,106
452
$1.87M 0.03%
151,390
-185,947
453
$1.87M 0.03%
+9,568
454
$1.87M 0.03%
33,402
-263
455
$1.85M 0.03%
+4,813
456
$1.85M 0.03%
21,581
+1,311
457
$1.84M 0.03%
+4,781
458
$1.83M 0.03%
28,417
-12,138
459
$1.83M 0.03%
58,440
+29,548
460
$1.81M 0.03%
20,633
+4,504
461
$1.81M 0.03%
85,859
+847
462
$1.81M 0.03%
105,015
+1,602
463
$1.79M 0.03%
28,170
+5,259
464
$1.79M 0.03%
+28,987
465
$1.78M 0.03%
42,554
-6,329
466
$1.78M 0.03%
19,632
-1,914
467
$1.76M 0.03%
35,326
+5,449
468
$1.76M 0.03%
+3,669
469
$1.76M 0.03%
22,074
-24,255
470
$1.76M 0.03%
+4,248
471
$1.75M 0.03%
48,984
-31,912
472
$1.75M 0.03%
23,761
+507
473
$1.75M 0.03%
+48,585
474
$1.74M 0.03%
58,960
-4,260
475
$1.74M 0.03%
+5,752
17 18
19
20 21