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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
2701
$6.27K ﹤0.01%
98
-25
2702
$6.25K ﹤0.01%
19
-139
2703
$6.24K ﹤0.01%
218
-6,264
2704
$6.21K ﹤0.01%
83
2705
$6.18K ﹤0.01%
51
-3,742
2706
$6.11K ﹤0.01%
1,659
-57
2707
$6.09K ﹤0.01%
269
-75
2708
$6.08K ﹤0.01%
100
-64
2709
$6.07K ﹤0.01%
+264
2710
$6.06K ﹤0.01%
243
-1,169
2711
$6.05K ﹤0.01%
200
2712
$6.05K ﹤0.01%
1,100
+100
2713
$6.02K ﹤0.01%
67
-2,723
2714
$6.02K ﹤0.01%
+400
2715
$6.01K ﹤0.01%
1,203
+200
2716
$5.98K ﹤0.01%
335
-212
2717
$5.94K ﹤0.01%
282
-27,073
2718
$5.93K ﹤0.01%
360
-5,092
2719
$5.92K ﹤0.01%
300
2720
$5.87K ﹤0.01%
638
-4,067
2721
$5.86K ﹤0.01%
128
-2,879
2722
$5.84K ﹤0.01%
93
-497
2723
$5.83K ﹤0.01%
100
2724
$5.83K ﹤0.01%
483
-1,358
2725
$5.82K ﹤0.01%
121
-74
107 108
109
110 111