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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
2651
$7.53K ﹤0.01%
407
-4,667
2652
$7.53K ﹤0.01%
423
2653
$7.48K ﹤0.01%
107
-2,500
2654
$7.45K ﹤0.01%
225
-1,423
2655
$7.43K ﹤0.01%
19
2656
$7.43K ﹤0.01%
1,760
-12,168
2657
$7.42K ﹤0.01%
165
-848
2658
$7.41K ﹤0.01%
156
2659
$7.41K ﹤0.01%
102
+100
2660
$7.35K ﹤0.01%
63
2661
$7.34K ﹤0.01%
235
-318
2662
$7.33K ﹤0.01%
160
-317
2663
$7.21K ﹤0.01%
260
-937
2664
$7.17K ﹤0.01%
308
-236
2665
$7.11K ﹤0.01%
200
+133
2666
$7.1K ﹤0.01%
406
-156
2667
$7.09K ﹤0.01%
897
2668
$7.08K ﹤0.01%
142
-10
2669
$7.08K ﹤0.01%
1,244
-69
2670
$7.06K ﹤0.01%
290
-16
2671
$7.04K ﹤0.01%
55
-309
2672
$6.96K ﹤0.01%
259
-34
2673
$6.92K ﹤0.01%
200
-3
2674
$6.91K ﹤0.01%
239
2675
$6.9K ﹤0.01%
33
-8
105 106
107
108 109