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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
3126
$1.19K ﹤0.01%
2
-10
3127
$1.19K ﹤0.01%
19
-169
3128
$1.17K ﹤0.01%
38
-4,743
3129
$1.15K ﹤0.01%
21
-198
3130
$1.14K ﹤0.01%
+50
3131
$1.14K ﹤0.01%
21
-97
3132
$1.14K ﹤0.01%
195
-1,500
3133
$1.14K ﹤0.01%
56
-8
3134
$1.12K ﹤0.01%
100
-1,900
3135
$1.12K ﹤0.01%
30
-30
3136
$1.11K ﹤0.01%
95
-370
3137
$1.11K ﹤0.01%
33
3138
$1.1K ﹤0.01%
100
3139
$1.09K ﹤0.01%
37
-52
3140
$1.08K ﹤0.01%
175
3141
$1.07K ﹤0.01%
262
3142
$1.06K ﹤0.01%
38
-614
3143
$1.03K ﹤0.01%
41
-1,272
3144
$1K ﹤0.01%
+250
3145
$1K ﹤0.01%
22
-198
3146
$1K ﹤0.01%
25
3147
$997 ﹤0.01%
71
-115
3148
$994 ﹤0.01%
33
-245
3149
$990 ﹤0.01%
+500
3150
$989 ﹤0.01%
+52
124 125
126
127 128