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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
1276
$257K ﹤0.01%
+6,906
1277
$256K ﹤0.01%
16,731
+96
1278
$256K ﹤0.01%
+4,470
1279
$256K ﹤0.01%
+1,490
1280
$255K ﹤0.01%
11,634
+904
1281
$255K ﹤0.01%
+4,394
1282
$255K ﹤0.01%
+2,726
1283
$254K ﹤0.01%
+11,966
1284
$254K ﹤0.01%
+2,584
1285
$253K ﹤0.01%
+8,041
1286
$253K ﹤0.01%
+8,545
1287
$253K ﹤0.01%
+4,652
1288
$253K ﹤0.01%
+5,768
1289
$252K ﹤0.01%
+1,246
1290
$252K ﹤0.01%
+7,959
1291
$251K ﹤0.01%
16,636
-11,272
1292
$250K ﹤0.01%
12,146
+2,036
1293
$249K ﹤0.01%
+9,669
1294
$249K ﹤0.01%
+1,350
1295
$249K ﹤0.01%
21,122
-153
1296
$248K ﹤0.01%
+7,288
1297
$248K ﹤0.01%
+6,795
1298
$247K ﹤0.01%
+2,244
1299
$247K ﹤0.01%
+1,916
1300
$247K ﹤0.01%
+2,073
50 51
52
53 54