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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
551
$1.37M 0.02%
27,670
+805
552
$1.37M 0.02%
41,121
+11,055
553
$1.37M 0.02%
+5,824
554
$1.37M 0.02%
14,542
-2,050
555
$1.36M 0.02%
112,022
-3,243
556
$1.36M 0.02%
13,608
+3,273
557
$1.35M 0.02%
+13,538
558
$1.35M 0.02%
+26,907
559
$1.33M 0.02%
114,485
+2,346
560
$1.33M 0.02%
+2,841
561
$1.33M 0.02%
9,774
-490
562
$1.33M 0.02%
33,482
+10,044
563
$1.33M 0.02%
20,127
-1,707
564
$1.32M 0.02%
33,582
-907
565
$1.32M 0.02%
+4,675
566
$1.32M 0.02%
106,694
+11,995
567
$1.31M 0.02%
82,023
-2,593
568
$1.31M 0.02%
36,709
-1,384
569
$1.3M 0.02%
12,677
-426
570
$1.3M 0.02%
46,800
-2,046
571
$1.3M 0.02%
17,692
-694
572
$1.3M 0.02%
+8,141
573
$1.29M 0.02%
+33,390
574
$1.29M 0.02%
11,287
-6,172
575
$1.28M 0.02%
30,989
+316
21 22
23
24 25