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
1126
$366K 0.01%
33,396
+12,250
1127
$366K 0.01%
+6,750
1128
$366K 0.01%
+14,886
1129
$364K 0.01%
10,860
-3,285
1130
$364K 0.01%
37,250
+4,084
1131
$364K 0.01%
22,023
+64
1132
$364K 0.01%
24,237
+367
1133
$364K 0.01%
+4,846
1134
$363K 0.01%
14,115
-7,172
1135
$361K 0.01%
18,434
+2,627
1136
$360K 0.01%
+9,976
1137
$359K 0.01%
12,227
-22,156
1138
$357K 0.01%
+3,191
1139
$357K 0.01%
+2,684
1140
$357K 0.01%
+6,779
1141
$356K 0.01%
7,802
-33,344
1142
$356K 0.01%
48,451
+3,500
1143
$355K 0.01%
+14,362
1144
$355K 0.01%
10,335
1145
$355K 0.01%
+3,848
1146
$354K 0.01%
+6,830
1147
$354K 0.01%
+11,868
1148
$353K 0.01%
+5,224
1149
$353K 0.01%
42,172
+2,800
1150
$350K 0.01%
+5,859
44 45
46
47 48