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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
3301
$216 ﹤0.01%
18
-1,284
3302
$215 ﹤0.01%
+10
3303
$212 ﹤0.01%
10
-561
3304
$196 ﹤0.01%
321
-20
3305
$193 ﹤0.01%
10
3306
$193 ﹤0.01%
5
3307
$189 ﹤0.01%
16
-38
3308
$187 ﹤0.01%
15
3309
$180 ﹤0.01%
4
3310
$178 ﹤0.01%
41
3311
$177 ﹤0.01%
28
3312
$176 ﹤0.01%
109
3313
$173 ﹤0.01%
3
3314
$171 ﹤0.01%
32
3315
$165 ﹤0.01%
1
-26
3316
$163 ﹤0.01%
102
-10
3317
$157 ﹤0.01%
4
-62
3318
$145 ﹤0.01%
100
3319
$144 ﹤0.01%
30
3320
$140 ﹤0.01%
49
3321
$137 ﹤0.01%
65
3322
$136 ﹤0.01%
4
-569
3323
$134 ﹤0.01%
81
3324
$130 ﹤0.01%
12
-339
3325
$127 ﹤0.01%
45
-3,126
131 132
133
134 135