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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
2626
$8.12K ﹤0.01%
175
2627
$8.11K ﹤0.01%
+1,974
2628
$8.03K ﹤0.01%
215
2629
$8.03K ﹤0.01%
750
2630
$8.01K ﹤0.01%
2,965
2631
$8K ﹤0.01%
234
-156
2632
$7.98K ﹤0.01%
84
-528
2633
$7.96K ﹤0.01%
132
-60
2634
$7.87K ﹤0.01%
430
+67
2635
$7.83K ﹤0.01%
186
-54
2636
$7.83K ﹤0.01%
377
-1,195
2637
$7.82K ﹤0.01%
130
-115
2638
$7.81K ﹤0.01%
320
+1
2639
$7.8K ﹤0.01%
1,480
-9,000
2640
$7.79K ﹤0.01%
216
-1,547
2641
$7.78K ﹤0.01%
64
-300
2642
$7.77K ﹤0.01%
89
+6
2643
$7.72K ﹤0.01%
137
-4,541
2644
$7.67K ﹤0.01%
95
-6
2645
$7.67K ﹤0.01%
150
-99
2646
$7.61K ﹤0.01%
198
-75
2647
$7.61K ﹤0.01%
331
-4,999
2648
$7.58K ﹤0.01%
155
-34
2649
$7.55K ﹤0.01%
239
-180
2650
$7.54K ﹤0.01%
978
-5,113
104 105
106
107 108