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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
1351
$221K ﹤0.01%
1,142
-3,516
1352
$220K ﹤0.01%
17,333
-1,043
1353
$220K ﹤0.01%
3,761
-23,795
1354
$219K ﹤0.01%
+3,244
1355
$219K ﹤0.01%
+7,436
1356
$219K ﹤0.01%
22,800
1357
$218K ﹤0.01%
+8,145
1358
$218K ﹤0.01%
+5,319
1359
$218K ﹤0.01%
+2,267
1360
$218K ﹤0.01%
21,471
-18,300
1361
$217K ﹤0.01%
34,015
1362
$217K ﹤0.01%
+2,271
1363
$217K ﹤0.01%
+4,242
1364
$216K ﹤0.01%
+12,900
1365
$215K ﹤0.01%
+327
1366
$215K ﹤0.01%
+1,863
1367
$215K ﹤0.01%
+11,267
1368
$213K ﹤0.01%
13,200
+1,400
1369
$213K ﹤0.01%
20,289
+228
1370
$212K ﹤0.01%
+7,590
1371
$211K ﹤0.01%
36,266
+6,900
1372
$211K ﹤0.01%
+14,658
1373
$211K ﹤0.01%
+5,048
1374
$210K ﹤0.01%
+7,200
1375
$210K ﹤0.01%
+3,601
53 54
55
56 57