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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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 11.79%
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
26
$46.8M 0.58%
357,946
+32,178
27
$46.6M 0.58%
1,010,619
+203,521
28
$46.6M 0.58%
697,233
+28,873
29
$45.3M 0.57%
1,827,772
-130,349
30
$45.1M 0.56%
484,315
+9,208
31
$44.7M 0.56%
477,154
+148,508
32
$44.6M 0.56%
289,469
+24,168
33
$44.5M 0.56%
643,206
+37,045
34
$44.2M 0.55%
1,803,129
+838,532
35
$44M 0.55%
432,554
+11,461
36
$43.5M 0.54%
271,583
-4,787
37
$42.9M 0.54%
204,045
-10,184
38
$42.6M 0.53%
471,403
-450,548
39
$41.8M 0.52%
857,004
+601,507
40
$41.6M 0.52%
203,998
+8,853
41
$41M 0.51%
394,217
+11,337
42
$40.5M 0.51%
130,427
+4,234
43
$39.6M 0.5%
451,199
-11,066
44
$39.5M 0.49%
206,263
-7,049
45
$39.4M 0.49%
161,144
+3,424
46
$39M 0.49%
200,847
+17,303
47
$38.7M 0.48%
173,893
+7,875
48
$37.9M 0.47%
347,808
-22,264
49
$37.3M 0.47%
146,519
+8,105
50
$37.2M 0.46%
237,919
+7,286
1
2
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