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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
926
$570K 0.01%
25,704
+1,272
927
$568K 0.01%
48,131
+1,370
928
$566K 0.01%
32,328
+4,826
929
$564K 0.01%
9,579
-2,723
930
$561K 0.01%
8,164
-8,084
931
$561K 0.01%
38,129
+1,747
932
$560K 0.01%
22,694
+6,351
933
$559K 0.01%
+4,507
934
$558K 0.01%
14,311
-6,328
935
$557K 0.01%
51,400
+2,000
936
$554K 0.01%
+13,009
937
$552K 0.01%
14,288
-461
938
$551K 0.01%
11,871
+150
939
$551K 0.01%
+22,853
940
$548K 0.01%
289,900
+10,300
941
$548K 0.01%
4,096
-108
942
$546K 0.01%
+14,581
943
$544K 0.01%
65,200
+1,623
944
$541K 0.01%
27,670
-2,040
945
$540K 0.01%
28,894
-1,078
946
$539K 0.01%
+4,795
947
$539K 0.01%
43,821
+3,498
948
$537K 0.01%
+250
949
$536K 0.01%
47,044
+1,505
950
$534K 0.01%
+3,449
36 37
38
39 40