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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
801
$764K 0.01%
16,841
+3,091
802
$763K 0.01%
+9,446
803
$762K 0.01%
+7,903
804
$761K 0.01%
+2,820
805
$761K 0.01%
9,818
-292
806
$760K 0.01%
+8,038
807
$760K 0.01%
42,976
+7,891
808
$758K 0.01%
+8,226
809
$758K 0.01%
65,440
+20,535
810
$757K 0.01%
59,832
+139
811
$752K 0.01%
13,250
-3,069
812
$747K 0.01%
41,700
+5,055
813
$745K 0.01%
32,739
-19,994
814
$736K 0.01%
16,077
+901
815
$734K 0.01%
21,834
-1,770
816
$733K 0.01%
+1,241
817
$733K 0.01%
+3,030
818
$731K 0.01%
24,721
-4,165
819
$728K 0.01%
+7,607
820
$728K 0.01%
+11,360
821
$728K 0.01%
+6,950
822
$719K 0.01%
6,832
-4,991
823
$716K 0.01%
37,354
+11,892
824
$715K 0.01%
60,902
+2,670
825
$713K 0.01%
+14,025
31 32
33
34 35