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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
551
$1.93M 0.02%
24,106
-3,264
552
$1.91M 0.02%
9,084
-1,552
553
$1.91M 0.02%
3,823
+2,116
554
$1.9M 0.02%
20,386
+3,211
555
$1.9M 0.02%
4,575
-138
556
$1.9M 0.02%
14,167
-1,709
557
$1.89M 0.02%
14,151
+10,490
558
$1.89M 0.02%
763
+57
559
$1.88M 0.02%
52,268
+1,149
560
$1.88M 0.02%
99,513
+8,201
561
$1.88M 0.02%
29,197
-921
562
$1.87M 0.02%
13,858
+8,360
563
$1.87M 0.02%
49,530
+22,202
564
$1.86M 0.02%
46,890
-12,267
565
$1.86M 0.02%
60,503
+9,759
566
$1.85M 0.02%
26,934
-427
567
$1.82M 0.02%
21,742
-1,014
568
$1.81M 0.02%
10,703
-634
569
$1.79M 0.02%
28,569
+16,676
570
$1.79M 0.02%
13,353
-5,077
571
$1.79M 0.02%
9,552
-2,506
572
$1.78M 0.02%
75,313
-37,754
573
$1.78M 0.02%
28,764
+1,068
574
$1.78M 0.02%
58,850
-9,380
575
$1.77M 0.02%
44,197
-339
21 22
23
24 25