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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
3001
$2.21K ﹤0.01%
1,000
3002
$2.2K ﹤0.01%
250
3003
$2.19K ﹤0.01%
200
3004
$2.18K ﹤0.01%
53
-3,993
3005
$2.17K ﹤0.01%
20
-1,603
3006
$2.16K ﹤0.01%
50
3007
$2.16K ﹤0.01%
20
-326
3008
$2.16K ﹤0.01%
230
3009
$2.15K ﹤0.01%
76
-798
3010
$2.15K ﹤0.01%
77
3011
$2.14K ﹤0.01%
98
-1,357
3012
$2.13K ﹤0.01%
156
-4,964
3013
$2.12K ﹤0.01%
74
-958
3014
$2.12K ﹤0.01%
112
-25
3015
$2.12K ﹤0.01%
115
3016
$2.08K ﹤0.01%
500
3017
$2.06K ﹤0.01%
23
+13
3018
$2.06K ﹤0.01%
20
3019
$2.05K ﹤0.01%
150
-149
3020
$2.05K ﹤0.01%
219
3021
$2.03K ﹤0.01%
17
3022
$2K ﹤0.01%
90
-512
3023
$2K ﹤0.01%
60
-444
3024
$2K ﹤0.01%
181
-3,526
3025
$1.98K ﹤0.01%
234
119 120
121
122 123