NA

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
3351
$53 ﹤0.01%
6
3352
$51 ﹤0.01%
1
3353
$51 ﹤0.01%
2
3354
$49 ﹤0.01%
5
-40
3355
$49 ﹤0.01%
22
-24
3356
$48 ﹤0.01%
15
3357
$47 ﹤0.01%
21
-1
3358
$42 ﹤0.01%
10
3359
$41 ﹤0.01%
10
3360
$40 ﹤0.01%
15
3361
$39 ﹤0.01%
1,072
3362
$39 ﹤0.01%
1
3363
$38 ﹤0.01%
1
3364
$36 ﹤0.01%
1
3365
$33 ﹤0.01%
2
-1
3366
$32 ﹤0.01%
17
-96
3367
$32 ﹤0.01%
3
3368
$32 ﹤0.01%
+2
3369
$31 ﹤0.01%
1,650
3370
$30 ﹤0.01%
10
3371
$30 ﹤0.01%
9
3372
$27 ﹤0.01%
64
3373
$26 ﹤0.01%
30
3374
$25 ﹤0.01%
2
3375
$25 ﹤0.01%
1
133 134
135
136 137