NA

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
1076
$404K 0.01%
+5,085
1077
$404K 0.01%
30,130
+117
1078
$403K 0.01%
+3,327
1079
$402K 0.01%
130,375
-18,600
1080
$400K 0.01%
7,232
-3,422
1081
$400K 0.01%
17,372
-3,230
1082
$397K 0.01%
+9,882
1083
$394K 0.01%
+8,986
1084
$392K 0.01%
+8,604
1085
$391K 0.01%
+4,761
1086
$391K 0.01%
19,469
+3,815
1087
$390K 0.01%
+3,548
1088
$390K 0.01%
+9,189
1089
$390K 0.01%
+8,755
1090
$389K 0.01%
+8,424
1091
$388K 0.01%
25,026
-2,012
1092
$388K 0.01%
42,502
+3,500
1093
$386K 0.01%
+4,601
1094
$385K 0.01%
+3,496
1095
$385K 0.01%
24,948
+3,100
1096
$384K 0.01%
84,200
+7,300
1097
$383K 0.01%
12,885
-13,893
1098
$382K 0.01%
55,330
-9,311
1099
$380K 0.01%
+5,196
1100
$379K 0.01%
+23,175
42 43
44
45 46