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
451
$2.59M 0.03%
51,078
+27,394
452
$2.59M 0.03%
5,651
-1,090
453
$2.58M 0.03%
97,945
+1,099
454
$2.57M 0.03%
+89,379
455
$2.56M 0.03%
132,422
+22,376
456
$2.56M 0.03%
26,191
+5,194
457
$2.55M 0.03%
164,314
-713,823
458
$2.54M 0.03%
109,434
+34,434
459
$2.53M 0.03%
103,111
+1,528
460
$2.53M 0.03%
127,205
-277
461
$2.52M 0.03%
86,090
+9,402
462
$2.51M 0.03%
13,058
+824
463
$2.5M 0.03%
10,133
-152
464
$2.47M 0.03%
108,918
465
$2.47M 0.03%
13,231
+1,381
466
$2.46M 0.03%
28,002
+13,152
467
$2.45M 0.03%
+99,909
468
$2.45M 0.03%
32,314
-2,344
469
$2.45M 0.03%
42,519
+1,427
470
$2.45M 0.03%
4,885
-632
471
$2.44M 0.03%
31,258
+2,551
472
$2.43M 0.03%
4,343
+2,659
473
$2.41M 0.03%
11,579
+1,425
474
$2.4M 0.03%
19,633
+9,778
475
$2.4M 0.03%
14,392
+861
17 18
19
20 21