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
1176
$326K 0.01%
28,000
+2,700
1177
$326K 0.01%
15,996
+2,212
1178
$326K 0.01%
26,491
-4,392
1179
$325K 0.01%
34,720
+4,500
1180
$325K 0.01%
+3,583
1181
$324K 0.01%
+9,441
1182
$324K 0.01%
+5,674
1183
$320K 0.01%
+9,645
1184
$319K 0.01%
+1,860
1185
$319K 0.01%
26,159
+2,600
1186
$319K 0.01%
+3,345
1187
$318K 0.01%
23,390
+4,504
1188
$318K 0.01%
16,207
1189
$318K 0.01%
+9,003
1190
$315K 0.01%
34,431
-106
1191
$315K 0.01%
11,796
+965
1192
$315K 0.01%
29,383
-816
1193
$315K 0.01%
+11,770
1194
$313K 0.01%
8,801
-1,661
1195
$313K 0.01%
19,825
+5,400
1196
$311K 0.01%
+12,350
1197
$311K 0.01%
21,464
+3,540
1198
$310K 0.01%
4,543
-6,915
1199
$309K 0.01%
+4,019
1200
$308K 0.01%
+11,179
46 47
48
49 50