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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 6.65%
4 Industrials 5.14%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$101K ﹤0.01%
44,524
1477
$99K ﹤0.01%
37,604
-2,059
1478
$97K ﹤0.01%
25,907
1479
$97K ﹤0.01%
+15,165
1480
$96K ﹤0.01%
11,000
1481
$96K ﹤0.01%
10,925
+1,800
1482
$95K ﹤0.01%
+11,377
1483
$95K ﹤0.01%
4,113
1484
$94K ﹤0.01%
12,887
-1,473
1485
$93K ﹤0.01%
12,977
+4,442
1486
$92K ﹤0.01%
14,171
-1,641
1487
$91K ﹤0.01%
11,358
-40
1488
$86K ﹤0.01%
22,146
+3,000
1489
$81K ﹤0.01%
+12,921
1490
$80K ﹤0.01%
36,565
1491
$79K ﹤0.01%
11,600
+1,000
1492
$78K ﹤0.01%
+11,976
1493
$77K ﹤0.01%
+18,090
1494
$72K ﹤0.01%
+13,298
1495
$66K ﹤0.01%
29,725
1496
$61K ﹤0.01%
11,200
+300
1497
$61K ﹤0.01%
+15,696
1498
$59K ﹤0.01%
+22,400
1499
$55K ﹤0.01%
25,000
1500
$53K ﹤0.01%
2,658
-10
58 59
60
61 62