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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
851
$660K 0.01%
+3,909
852
$660K 0.01%
+8,902
853
$657K 0.01%
+1,666
854
$655K 0.01%
+4,807
855
$654K 0.01%
90,085
-13,376
856
$652K 0.01%
13,801
-72,197
857
$650K 0.01%
+10,539
858
$649K 0.01%
+24,375
859
$647K 0.01%
27,829
+1,331
860
$645K 0.01%
13,939
-189
861
$643K 0.01%
23,186
-3,014
862
$642K 0.01%
+21,250
863
$642K 0.01%
23,640
-486
864
$641K 0.01%
+5,791
865
$641K 0.01%
+20,429
866
$641K 0.01%
+2,139
867
$640K 0.01%
51,217
+6,767
868
$640K 0.01%
14,488
-100
869
$639K 0.01%
+24,450
870
$639K 0.01%
75,008
-286
871
$637K 0.01%
13,877
+590
872
$636K 0.01%
12,706
-5,109
873
$636K 0.01%
21,676
-19,155
874
$635K 0.01%
+13,565
875
$634K 0.01%
25,054
-11,110
33 34
35
36 37