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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
1251
$275K ﹤0.01%
+7,632
1252
$273K ﹤0.01%
+2,099
1253
$272K ﹤0.01%
+1,401
1254
$272K ﹤0.01%
+16,179
1255
$272K ﹤0.01%
+9,432
1256
$271K ﹤0.01%
+11,457
1257
$270K ﹤0.01%
+3,744
1258
$270K ﹤0.01%
+4,562
1259
$266K ﹤0.01%
+3,497
1260
$266K ﹤0.01%
+6,100
1261
$265K ﹤0.01%
+4,079
1262
$265K ﹤0.01%
+3,572
1263
$264K ﹤0.01%
+9,547
1264
$263K ﹤0.01%
10,366
-7,707
1265
$263K ﹤0.01%
+5,703
1266
$261K ﹤0.01%
19,334
+2,127
1267
$261K ﹤0.01%
19,808
+1,710
1268
$260K ﹤0.01%
+19,100
1269
$260K ﹤0.01%
19,531
+8,057
1270
$260K ﹤0.01%
11,725
-19,803
1271
$259K ﹤0.01%
+2,659
1272
$259K ﹤0.01%
+6,858
1273
$259K ﹤0.01%
2,540
-24,660
1274
$258K ﹤0.01%
9,088
-1,458
1275
$257K ﹤0.01%
9,855
-26,227
49 50
51
52 53