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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
2801
$4.58K ﹤0.01%
225
-380
2802
$4.57K ﹤0.01%
172
-1,701
2803
$4.56K ﹤0.01%
843
-5,320
2804
$4.55K ﹤0.01%
3
2805
$4.55K ﹤0.01%
121
-1,001
2806
$4.53K ﹤0.01%
490
-1
2807
$4.51K ﹤0.01%
400
-135
2808
$4.49K ﹤0.01%
500
2809
$4.48K ﹤0.01%
195
-1
2810
$4.46K ﹤0.01%
16
-4
2811
$4.43K ﹤0.01%
183
2812
$4.38K ﹤0.01%
107
-13
2813
$4.37K ﹤0.01%
103
+100
2814
$4.37K ﹤0.01%
150
-390
2815
$4.36K ﹤0.01%
100
-7
2816
$4.36K ﹤0.01%
1,014
+6
2817
$4.36K ﹤0.01%
1,214
-43
2818
$4.34K ﹤0.01%
146
-9
2819
$4.34K ﹤0.01%
2,600
2820
$4.34K ﹤0.01%
20,500
2821
$4.33K ﹤0.01%
431
2822
$4.33K ﹤0.01%
188
2823
$4.33K ﹤0.01%
+250
2824
$4.29K ﹤0.01%
3,405
-200
2825
$4.28K ﹤0.01%
+30
111 112
113
114 115