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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
2901
$3.25K ﹤0.01%
250
2902
$3.25K ﹤0.01%
200
2903
$3.2K ﹤0.01%
320
-1,454
2904
– –
0
2905
$3.2K ﹤0.01%
335
+100
2906
$3.17K ﹤0.01%
72
+70
2907
$3.17K ﹤0.01%
19
-399
2908
$3.17K ﹤0.01%
117
2909
$3.16K ﹤0.01%
27
2910
$3.15K ﹤0.01%
431
-2,346
2911
$3.14K ﹤0.01%
120
2912
$3.13K ﹤0.01%
+200
2913
$3.09K ﹤0.01%
100
-106
2914
$3.09K ﹤0.01%
185
+5
2915
$3.08K ﹤0.01%
199
2916
$3.07K ﹤0.01%
209
-501
2917
$3.07K ﹤0.01%
114
2918
$3.07K ﹤0.01%
209
-1,380
2919
$3.06K ﹤0.01%
103
-400
2920
$3.06K ﹤0.01%
+133
2921
$3.06K ﹤0.01%
1,578
-25,625
2922
$3.04K ﹤0.01%
27
2923
$3.03K ﹤0.01%
333
2924
$3.02K ﹤0.01%
13
-473
2925
$3.01K ﹤0.01%
66
115 116
117
118 119