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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
2576
$9.52K ﹤0.01%
335
+302
2577
$9.46K ﹤0.01%
354
-1,925
2578
$9.45K ﹤0.01%
308
-112
2579
$9.44K ﹤0.01%
58
+13
2580
$9.44K ﹤0.01%
200
+100
2581
$9.43K ﹤0.01%
1,438
2582
$9.41K ﹤0.01%
202
2583
$9.29K ﹤0.01%
30
2584
$9.28K ﹤0.01%
+210
2585
$9.24K ﹤0.01%
65
-18
2586
$9.24K ﹤0.01%
+74
2587
$9.22K ﹤0.01%
245
-1,823
2588
$9.21K ﹤0.01%
3,174
+7
2589
$9.19K ﹤0.01%
418
-500
2590
$9.19K ﹤0.01%
87
-28
2591
$9.16K ﹤0.01%
313
2592
$9.09K ﹤0.01%
1,000
+980
2593
$9.07K ﹤0.01%
324
+281
2594
$9.06K ﹤0.01%
284
-29,494
2595
$8.97K ﹤0.01%
237
2596
$8.92K ﹤0.01%
800
2597
$8.84K ﹤0.01%
200
-1,443
2598
$8.8K ﹤0.01%
2,000
2599
$8.7K ﹤0.01%
577
-96
2600
$8.63K ﹤0.01%
104
-538
102 103
104
105 106