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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
476
$1.73M 0.03%
+19,789
477
$1.73M 0.03%
+73,742
478
$1.72M 0.03%
+61,469
479
$1.71M 0.03%
27,039
+7,156
480
$1.71M 0.03%
+13,482
481
$1.71M 0.03%
14,923
-5,636
482
$1.7M 0.03%
44,977
+3,685
483
$1.7M 0.03%
27,575
+2,000
484
$1.7M 0.03%
38,406
-2,946
485
$1.7M 0.03%
85,615
+54,594
486
$1.66M 0.03%
30,100
+6,399
487
$1.66M 0.03%
29,485
+3,783
488
$1.66M 0.03%
42,347
+15,912
489
$1.65M 0.03%
20,595
-545
490
$1.65M 0.03%
13,191
-2,139
491
$1.64M 0.03%
10,543
-526
492
$1.64M 0.03%
43,072
-3,265
493
$1.64M 0.03%
17,340
+2,958
494
$1.64M 0.03%
19,205
+4,744
495
$1.64M 0.03%
+26,204
496
$1.63M 0.03%
18,640
-8,635
497
$1.61M 0.03%
+91,424
498
$1.6M 0.03%
18,877
+615
499
$1.6M 0.03%
+8,073
500
$1.59M 0.03%
9,135
-938
18 19
20
21 22