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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
1151
$350K 0.01%
+6,996
1152
$350K 0.01%
+26,540
1153
$350K 0.01%
+8,159
1154
$349K 0.01%
37,498
+1,924
1155
$348K 0.01%
35,638
+3,400
1156
$345K 0.01%
+7,690
1157
$344K 0.01%
931
+232
1158
$343K 0.01%
+5,711
1159
$337K 0.01%
+5,164
1160
$335K 0.01%
+292
1161
$335K 0.01%
11,548
+175
1162
$333K 0.01%
+3,140
1163
$333K 0.01%
14,425
+41
1164
$332K 0.01%
+1,853
1165
$331K 0.01%
29,263
+5,750
1166
$331K 0.01%
33,713
-4,699
1167
$331K 0.01%
+19,149
1168
$329K 0.01%
+3,966
1169
$329K 0.01%
+5,747
1170
$329K 0.01%
+5,436
1171
$329K 0.01%
+4,185
1172
$328K 0.01%
+2,643
1173
$328K 0.01%
+4,810
1174
$327K 0.01%
+10,925
1175
$326K 0.01%
29,934
+4,300
45 46
47
48 49