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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
976
$502K 0.01%
+10,358
977
$499K 0.01%
17,867
-1,387
978
$499K 0.01%
+7,105
979
$499K 0.01%
+8,760
980
$498K 0.01%
+18,336
981
$498K 0.01%
+1,291
982
$496K 0.01%
12,735
-134
983
$496K 0.01%
+8,087
984
$495K 0.01%
+4,343
985
$494K 0.01%
+8,315
986
$494K 0.01%
94,970
+3,869
987
$493K 0.01%
21,953
+1,913
988
$491K 0.01%
35,152
+133
989
$490K 0.01%
+7,494
990
$490K 0.01%
55,700
+5,200
991
$489K 0.01%
+2,218
992
$489K 0.01%
+4,031
993
$488K 0.01%
+9,961
994
$488K 0.01%
15,093
-6,546
995
$487K 0.01%
+9,738
996
$486K 0.01%
+5,212
997
$486K 0.01%
47,248
+10,978
998
$485K 0.01%
+4,609
999
$485K 0.01%
+7,341
1000
$482K 0.01%
11,138
-650
38 39
40
41 42