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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
2776
$4.87K ﹤0.01%
1,750
2777
$4.85K ﹤0.01%
267
-2,887
2778
$4.84K ﹤0.01%
+500
2779
$4.84K ﹤0.01%
508
-395
2780
$4.83K ﹤0.01%
80
2781
$4.83K ﹤0.01%
124
2782
$4.82K ﹤0.01%
412
-300
2783
$4.8K ﹤0.01%
827
2784
$4.8K ﹤0.01%
241
-1,508
2785
$4.79K ﹤0.01%
1,000
2786
– –
0
2787
$4.77K ﹤0.01%
100
-250
2788
$4.76K ﹤0.01%
100
-22
2789
$4.73K ﹤0.01%
385
+12
2790
$4.72K ﹤0.01%
95
-351
2791
$4.72K ﹤0.01%
82
-1
2792
$4.71K ﹤0.01%
187
-1,374
2793
$4.69K ﹤0.01%
91
-610
2794
$4.65K ﹤0.01%
202
-42
2795
$4.63K ﹤0.01%
+100
2796
$4.63K ﹤0.01%
1,996
-9,308
2797
$4.63K ﹤0.01%
398
2798
$4.62K ﹤0.01%
133
-444
2799
$4.61K ﹤0.01%
246
2800
$4.6K ﹤0.01%
228
-65
110 111
112
113 114