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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
1026
$458K 0.01%
+6,248
1027
$457K 0.01%
26,525
+465
1028
$457K 0.01%
+12,915
1029
$456K 0.01%
70,300
+4,800
1030
$456K 0.01%
+20,819
1031
$455K 0.01%
13,731
+1,520
1032
$454K 0.01%
12,775
+128
1033
$453K 0.01%
+6,946
1034
$449K 0.01%
26,738
+5,696
1035
$447K 0.01%
+2,790
1036
$446K 0.01%
50,550
+17,455
1037
$446K 0.01%
35,520
+5,794
1038
$445K 0.01%
55,099
-3,121
1039
$444K 0.01%
+3,199
1040
$444K 0.01%
+977
1041
$440K 0.01%
39,435
+482
1042
$440K 0.01%
12,981
-1,169
1043
$440K 0.01%
33,648
+4,600
1044
$440K 0.01%
15,332
+1,086
1045
$439K 0.01%
24,408
+1,175
1046
$439K 0.01%
+5,238
1047
$438K 0.01%
+41,834
1048
$438K 0.01%
24,788
+306
1049
$437K 0.01%
+6,806
1050
$437K 0.01%
6,857
-3,777
40 41
42
43 44