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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
251
$6.22M 0.08%
73,091
+774
252
$6.21M 0.08%
182,151
+55,628
253
$6.15M 0.08%
112,487
+21,121
254
$6.14M 0.08%
32,061
+4,498
255
$6.11M 0.08%
94,612
-2,070
256
$6.11M 0.08%
86,321
+9,667
257
$6.11M 0.08%
21,426
+3,363
258
$5.97M 0.07%
47,815
-16,622
259
$5.95M 0.07%
13,340
+816
260
$5.93M 0.07%
29,892
+8,789
261
$5.93M 0.07%
46,242
-2,129
262
$5.89M 0.07%
110,094
-23,992
263
$5.88M 0.07%
26,022
+6,142
264
$5.88M 0.07%
207,127
+9,344
265
$5.87M 0.07%
12,641
-10
266
$5.86M 0.07%
38,932
+16,717
267
$5.85M 0.07%
226,254
-15,048
268
$5.84M 0.07%
165,471
-160,074
269
$5.82M 0.07%
67,517
+3,755
270
$5.81M 0.07%
124,610
-33,602
271
$5.76M 0.07%
392,077
+386,607
272
$5.76M 0.07%
43,638
+30,293
273
$5.73M 0.07%
91,742
-13,285
274
$5.66M 0.07%
12
+3
275
$5.63M 0.07%
89,502
+8,059
9 10
11
12 13