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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
476
$2.4M 0.03%
6,702
+3,270
477
$2.4M 0.03%
49,947
-7,131
478
$2.39M 0.03%
13,854
-29
479
$2.39M 0.03%
43,931
-8,505
480
$2.38M 0.03%
51,284
+22,386
481
$2.38M 0.03%
43,340
+1,760
482
$2.36M 0.03%
70,296
-4,846
483
$2.33M 0.03%
149,373
-296,245
484
$2.33M 0.03%
85,034
+32,127
485
$2.32M 0.03%
47,361
-3,911
486
$2.32M 0.03%
23,351
-216,238
487
$2.32M 0.03%
41,934
-19,295
488
$2.31M 0.03%
36,671
+102
489
$2.3M 0.03%
17,182
-975
490
$2.3M 0.03%
16,797
-149
491
$2.29M 0.03%
91,145
+23,278
492
$2.28M 0.03%
8,665
+2,136
493
$2.28M 0.03%
24,321
+3,564
494
$2.27M 0.03%
78,993
+49,014
495
$2.27M 0.03%
35,107
+21,327
496
$2.26M 0.03%
32,594
-943
497
$2.25M 0.03%
27,064
-8,059
498
$2.22M 0.03%
46,444
+5,058
499
$2.21M 0.03%
9,798
+110
500
$2.21M 0.03%
138,393
+35,520
18 19
20
21 22