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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
701
$929K 0.02%
+8,180
702
$928K 0.02%
+6,236
703
$924K 0.02%
10,123
-145
704
$922K 0.02%
102,600
+2,900
705
$918K 0.02%
31,589
-39,582
706
$917K 0.02%
61,162
+1,675
707
$917K 0.02%
33,728
-356
708
$916K 0.02%
51,833
+13,829
709
$916K 0.02%
69,724
+25,474
710
$915K 0.02%
10,455
-710
711
$913K 0.02%
+79,221
712
$912K 0.02%
103,311
+1,100
713
$912K 0.02%
50,603
+7,187
714
$911K 0.02%
+1,925
715
$910K 0.02%
39,134
+13,610
716
$910K 0.02%
+2,909
717
$909K 0.02%
84,502
+1,107
718
$907K 0.02%
168,201
-5,615
719
$906K 0.02%
+36,651
720
$906K 0.02%
+13,358
721
$903K 0.02%
124,100
-200
722
$893K 0.01%
44,256
-9,971
723
$891K 0.01%
25,411
+7,897
724
$890K 0.01%
86,144
+5,200
725
$875K 0.01%
47,160
+60
27 28
29
30 31