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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
2601
$8.63K ﹤0.01%
89
-575
2602
$8.58K ﹤0.01%
800
2603
$8.58K ﹤0.01%
400
2604
$8.57K ﹤0.01%
86
-438
2605
$8.57K ﹤0.01%
708
2606
$8.56K ﹤0.01%
150
-646
2607
$8.56K ﹤0.01%
+275
2608
$8.55K ﹤0.01%
350
2609
$8.53K ﹤0.01%
83
-135
2610
$8.47K ﹤0.01%
300
-1,199
2611
$8.4K ﹤0.01%
251
-1,237
2612
$8.36K ﹤0.01%
111
-734
2613
$8.34K ﹤0.01%
88
-60
2614
$8.3K ﹤0.01%
1,071
2615
$8.3K ﹤0.01%
360
-496
2616
$8.29K ﹤0.01%
136
+122
2617
$8.29K ﹤0.01%
166
-256
2618
$8.26K ﹤0.01%
6
+4
2619
$8.25K ﹤0.01%
50
-130
2620
$8.24K ﹤0.01%
675
-1,700
2621
$8.23K ﹤0.01%
285
-2,613
2622
$8.22K ﹤0.01%
256
2623
$8.21K ﹤0.01%
349
-1,194
2624
$8.2K ﹤0.01%
118
-106
2625
$8.13K ﹤0.01%
118
-597
103 104
105
106 107