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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
576
$1.28M 0.02%
25,286
-9,493
577
$1.28M 0.02%
60,305
-2,100
578
$1.28M 0.02%
28,928
+2,533
579
$1.28M 0.02%
246,846
-4,843
580
$1.27M 0.02%
46,517
-68,546
581
$1.27M 0.02%
16,885
-2,238
582
$1.27M 0.02%
48,245
+7,768
583
$1.27M 0.02%
55,251
+25,547
584
$1.26M 0.02%
35,173
-4,083
585
$1.26M 0.02%
+9,711
586
$1.26M 0.02%
136,245
-3,600
587
$1.26M 0.02%
25,806
+1,385
588
$1.25M 0.02%
60,946
+2,075
589
$1.25M 0.02%
33,041
+8,242
590
$1.24M 0.02%
+77,839
591
$1.24M 0.02%
33,534
+4,970
592
$1.24M 0.02%
+1,939
593
$1.23M 0.02%
20,182
-3,245
594
$1.23M 0.02%
35,972
-1,904
595
$1.22M 0.02%
20,461
-11,484
596
$1.22M 0.02%
38,737
-894
597
$1.22M 0.02%
63,903
-9,483
598
$1.22M 0.02%
74,355
+1,045
599
$1.21M 0.02%
+2,546
600
$1.2M 0.02%
+14,474
22 23
24
25 26