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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
651
$1.04M 0.02%
+20,506
652
$1.04M 0.02%
+7,036
653
$1.04M 0.02%
+77,607
654
$1.04M 0.02%
88,700
-5,188
655
$1.04M 0.02%
44,846
+34,220
656
$1.03M 0.02%
50,334
-20,925
657
$1.03M 0.02%
82,947
+590
658
$1.03M 0.02%
56,847
-34,912
659
$1.02M 0.02%
40,496
-650
660
$1.02M 0.02%
230,040
+116,235
661
$1.02M 0.02%
11,438
-4,216
662
$1.02M 0.02%
+3,739
663
$1.01M 0.02%
66,373
+8,955
664
$1.01M 0.02%
132,800
+1,300
665
$1.01M 0.02%
+12,947
666
$1M 0.02%
50,808
-25,341
667
$1M 0.02%
+7,988
668
$987K 0.02%
20,834
-168
669
$986K 0.02%
13,858
-2,544
670
$984K 0.02%
279,501
+13,120
671
$979K 0.02%
210,544
-7,855
672
$977K 0.02%
21,008
-4,685
673
$976K 0.02%
26,172
+13,153
674
$976K 0.02%
24,345
-4,115
675
$974K 0.02%
18,949
+59
25 26
27
28 29