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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
1226
$293K ﹤0.01%
+19,900
1227
$292K ﹤0.01%
12,554
-76
1228
$292K ﹤0.01%
+5,213
1229
$291K ﹤0.01%
+2,602
1230
$290K ﹤0.01%
+12,341
1231
$290K ﹤0.01%
+4,700
1232
$289K ﹤0.01%
+1,706
1233
$288K ﹤0.01%
+4,899
1234
$287K ﹤0.01%
+3,587
1235
$285K ﹤0.01%
+3,431
1236
$284K ﹤0.01%
+966
1237
$284K ﹤0.01%
+24,121
1238
$283K ﹤0.01%
+3,127
1239
$281K ﹤0.01%
+3,906
1240
$280K ﹤0.01%
14,779
+2,565
1241
$279K ﹤0.01%
+7,673
1242
$278K ﹤0.01%
+3,125
1243
$278K ﹤0.01%
+13,059
1244
$278K ﹤0.01%
16,207
-37,135
1245
$277K ﹤0.01%
+17,207
1246
$277K ﹤0.01%
33,310
+7,810
1247
$277K ﹤0.01%
+2,167
1248
$276K ﹤0.01%
28,424
-3,419
1249
$276K ﹤0.01%
10,163
1250
$276K ﹤0.01%
+1,117
48 49
50
51 52