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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
1501
$52K ﹤0.01%
20,011
1502
$51K ﹤0.01%
15,300
+100
1503
$49K ﹤0.01%
75,095
1504
$48K ﹤0.01%
15,752
1505
$48K ﹤0.01%
13,458
+307
1506
$46K ﹤0.01%
18,939
1507
$46K ﹤0.01%
11,480
1508
$45K ﹤0.01%
4,080
+84
1509
$44K ﹤0.01%
11,700
+400
1510
$43K ﹤0.01%
20,000
1511
$41K ﹤0.01%
367
+11
1512
$41K ﹤0.01%
+27
1513
$40K ﹤0.01%
14,360
-2,422
1514
$40K ﹤0.01%
1,921
+533
1515
$40K ﹤0.01%
10,503
1516
$39K ﹤0.01%
212
1517
$37K ﹤0.01%
27,000
+1,750
1518
$34K ﹤0.01%
25,900
-100
1519
$32K ﹤0.01%
1,132
-152
1520
$32K ﹤0.01%
4,551
1521
$27K ﹤0.01%
22,810
-12,000
1522
$23K ﹤0.01%
18,331
+4,000
1523
$22K ﹤0.01%
10,613
1524
$22K ﹤0.01%
+15,100
1525
$20K ﹤0.01%
11,129
-1,965
59 60
61
62 63