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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
2526
$11.2K ﹤0.01%
247
-2,449
2527
$11.1K ﹤0.01%
820
+20
2528
$11.1K ﹤0.01%
779
-1,215
2529
$11.1K ﹤0.01%
212
-2,791
2530
$11K ﹤0.01%
340
2531
$10.9K ﹤0.01%
342
2532
$10.9K ﹤0.01%
111
-340
2533
$10.9K ﹤0.01%
1,860
-10
2534
$10.9K ﹤0.01%
450
2535
$10.8K ﹤0.01%
426
-1,567
2536
$10.8K ﹤0.01%
500
+296
2537
$10.8K ﹤0.01%
583
+35
2538
$10.8K ﹤0.01%
173
-1,856
2539
$10.8K ﹤0.01%
500
2540
$10.7K ﹤0.01%
153
2541
$10.7K ﹤0.01%
150
-672
2542
$10.7K ﹤0.01%
36
-280
2543
$10.7K ﹤0.01%
800
-2,000
2544
$10.7K ﹤0.01%
481
+6
2545
$10.5K ﹤0.01%
3,084
2546
$10.5K ﹤0.01%
3,880
2547
$10.5K ﹤0.01%
871
-5,815
2548
$10.4K ﹤0.01%
395
2549
$10.4K ﹤0.01%
222
-80
2550
$10.3K ﹤0.01%
642
+6
100 101
102
103 104