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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
426
$2.91M 0.04%
12,192
+3,274
427
$2.9M 0.04%
121,930
+6,680
428
$2.87M 0.04%
14,351
+3,779
429
$2.87M 0.04%
80,166
+8,484
430
$2.87M 0.04%
40,635
+196
431
$2.86M 0.04%
76,581
-30,971
432
$2.86M 0.04%
121,163
+93,467
433
$2.84M 0.04%
58,543
-128,342
434
$2.83M 0.04%
26,931
+7,319
435
$2.81M 0.04%
34,156
+7,421
436
$2.81M 0.04%
133,068
-29,977
437
$2.8M 0.03%
66,581
+1,930
438
$2.79M 0.03%
61,762
+15,895
439
$2.78M 0.03%
54,101
-39,504
440
$2.77M 0.03%
110,204
+8,796
441
$2.76M 0.03%
115,808
+9,139
442
$2.76M 0.03%
35,783
-3,502
443
$2.75M 0.03%
19,376
-1,270
444
$2.74M 0.03%
44,244
+1,111
445
$2.7M 0.03%
11,275
+4,985
446
$2.7M 0.03%
85,415
-3,746
447
$2.66M 0.03%
29,688
+1,365
448
$2.66M 0.03%
11,520
-118
449
$2.61M 0.03%
23,020
+5,006
450
$2.6M 0.03%
8,544
-659
16 17
18
19 20