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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
876
$634K 0.01%
10,653
+356
877
$632K 0.01%
+7,929
878
$630K 0.01%
15,102
+455
879
$628K 0.01%
+21,998
880
$628K 0.01%
+6,927
881
$628K 0.01%
50,307
+857
882
$627K 0.01%
16,769
-698
883
$626K 0.01%
12,281
-1,327
884
$626K 0.01%
15,430
-8,084
885
$626K 0.01%
15,720
-183
886
$624K 0.01%
+518
887
$616K 0.01%
25,553
-3,180
888
$614K 0.01%
48,625
+2,975
889
$614K 0.01%
47,806
+20
890
$610K 0.01%
11,559
+9
891
$610K 0.01%
10,377
-393
892
$609K 0.01%
39,085
+1,900
893
$608K 0.01%
93,001
+13,744
894
$608K 0.01%
18,803
+8,236
895
$608K 0.01%
26,095
-3,335
896
$608K 0.01%
+5,889
897
$605K 0.01%
+5,138
898
$599K 0.01%
22,542
-16,268
899
$599K 0.01%
219,300
+9,100
900
$599K 0.01%
+15,431
34 35
36
37 38