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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
3276
$314 ﹤0.01%
80
3277
$313 ﹤0.01%
39
3278
$302 ﹤0.01%
59
3279
$296 ﹤0.01%
200
3280
– –
0
3281
$290 ﹤0.01%
25
3282
$286 ﹤0.01%
8
-1,309
3283
$285 ﹤0.01%
49
3284
$283 ﹤0.01%
+66
3285
$280 ﹤0.01%
15
3286
$276 ﹤0.01%
516
3287
$271 ﹤0.01%
51
-15,325
3288
$271 ﹤0.01%
450
3289
$255 ﹤0.01%
16
3290
$253 ﹤0.01%
41
3291
$252 ﹤0.01%
17
-320
3292
$246 ﹤0.01%
25
3293
$245 ﹤0.01%
22
-1,025
3294
$243 ﹤0.01%
16
-18
3295
$232 ﹤0.01%
6
3296
$232 ﹤0.01%
12
3297
$231 ﹤0.01%
9
3298
$221 ﹤0.01%
165
-182
3299
$220 ﹤0.01%
13
3300
$216 ﹤0.01%
9
-9,185
130 131
132
133 134