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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
751
$830K 0.01%
+6,823
752
$830K 0.01%
+8,734
753
$829K 0.01%
86,977
+3,575
754
$829K 0.01%
+3,848
755
$826K 0.01%
34,737
-2,287
756
$825K 0.01%
104,198
+2,400
757
$820K 0.01%
40,238
-68,442
758
$820K 0.01%
57,809
+12,174
759
$819K 0.01%
52,725
-450
760
$818K 0.01%
29,899
-22,475
761
$818K 0.01%
+31,689
762
$817K 0.01%
+7,684
763
$815K 0.01%
57,366
+3,550
764
$815K 0.01%
287,090
+2,850
765
$814K 0.01%
9,494
-13,282
766
$814K 0.01%
184,941
-4,500
767
$812K 0.01%
57,500
+3,100
768
$808K 0.01%
29,502
+10,126
769
$807K 0.01%
46,072
+883
770
$805K 0.01%
+24,810
771
$803K 0.01%
28,619
+13,400
772
$803K 0.01%
24,478
+4,572
773
$802K 0.01%
11,056
-1,558
774
$801K 0.01%
45,366
+11,696
775
$801K 0.01%
9,768
-1,236
29 30
31
32 33