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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
3201
$665 ﹤0.01%
+2,500
3202
$664 ﹤0.01%
95
-33
3203
$660 ﹤0.01%
41
3204
$657 ﹤0.01%
2
-39
3205
$656 ﹤0.01%
91
3206
$652 ﹤0.01%
31
-544
3207
$652 ﹤0.01%
40
-48
3208
$651 ﹤0.01%
19
-940
3209
$644 ﹤0.01%
46
-37
3210
$642 ﹤0.01%
20
-7,867
3211
$623 ﹤0.01%
26
3212
$622 ﹤0.01%
49
3213
$611 ﹤0.01%
35
3214
$610 ﹤0.01%
13
3215
$602 ﹤0.01%
5
-322
3216
$583 ﹤0.01%
10
-128
3217
$569 ﹤0.01%
92
-98
3218
$567 ﹤0.01%
13
3219
$564 ﹤0.01%
93
-1
3220
$561 ﹤0.01%
20
-44
3221
$559 ﹤0.01%
4,300
3222
$557 ﹤0.01%
20
3223
$555 ﹤0.01%
1
3224
$545 ﹤0.01%
10
3225
$540 ﹤0.01%
1
127 128
129
130 131