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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
$8B
AUM Growth
+$4.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,384
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$30.4M
3
+$29.3M
4
ED icon
Consolidated Edison
ED
+$29.2M
5
HON icon
Honeywell
HON
+$28.1M

Top Sells

1
+$40.7M
2
+$32.5M
3
+$29.9M
4
ADM icon
Archer Daniels Midland
ADM
+$27.5M
5
WM icon
Waste Management
WM
+$27.3M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$12.3K ﹤0.01%
707
+18
2502
$12.2K ﹤0.01%
1,027
+27
2503
$12.2K ﹤0.01%
147
-254
2504
$12.2K ﹤0.01%
379
+1
2505
$12.2K ﹤0.01%
400
2506
$12.2K ﹤0.01%
451
-100
2507
$12.1K ﹤0.01%
4,607
-17,097
2508
$11.9K ﹤0.01%
103
-47
2509
$11.9K ﹤0.01%
192
-7,311
2510
$11.8K ﹤0.01%
140
-68
2511
$11.8K ﹤0.01%
109
+8
2512
$11.8K ﹤0.01%
+275
2513
$11.7K ﹤0.01%
638
-2,743
2514
$11.6K ﹤0.01%
780
-234
2515
$11.6K ﹤0.01%
818
2516
$11.5K ﹤0.01%
739
-346
2517
$11.5K ﹤0.01%
1,415
-200
2518
$11.5K ﹤0.01%
570
+5
2519
$11.4K ﹤0.01%
36
-542
2520
$11.4K ﹤0.01%
300
-208
2521
$11.4K ﹤0.01%
245
-9,554
2522
$11.4K ﹤0.01%
138
+60
2523
$11.3K ﹤0.01%
450
2524
$11.2K ﹤0.01%
1,143
-500
2525
$11.2K ﹤0.01%
223
-130
99 100
101
102 103