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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
2551
$10.3K ﹤0.01%
1,700
-111
2552
$10.3K ﹤0.01%
222
-560
2553
$10.3K ﹤0.01%
274
-24
2554
$10.2K ﹤0.01%
369
-90
2555
$10.2K ﹤0.01%
25
2556
$10.2K ﹤0.01%
84
-2,336
2557
$10.2K ﹤0.01%
900
-22
2558
$10.2K ﹤0.01%
+200
2559
$10.1K ﹤0.01%
+322
2560
$10.1K ﹤0.01%
309
-105
2561
$10.1K ﹤0.01%
1,300
-364
2562
$10.1K ﹤0.01%
250
2563
$9.99K ﹤0.01%
73
-191
2564
$9.97K ﹤0.01%
86
-120
2565
$9.92K ﹤0.01%
717
-490
2566
$9.81K ﹤0.01%
1,543
-746
2567
$9.81K ﹤0.01%
+2,616
2568
$9.81K ﹤0.01%
171
+17
2569
$9.74K ﹤0.01%
543
2570
$9.68K ﹤0.01%
165
-274
2571
$9.68K ﹤0.01%
18
-16
2572
$9.66K ﹤0.01%
2,550
-500
2573
$9.63K ﹤0.01%
1,040
-2,192
2574
$9.62K ﹤0.01%
927
2575
$9.62K ﹤0.01%
1,010
101 102
103
104 105