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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
576
$1.77M 0.02%
24,222
+6,198
577
$1.76M 0.02%
5,492
-262
578
$1.75M 0.02%
96,116
+15,838
579
$1.75M 0.02%
43,015
+434
580
$1.74M 0.02%
28,795
-4,159
581
$1.73M 0.02%
51,073
+5,066
582
$1.72M 0.02%
2,531
+1,318
583
$1.72M 0.02%
24,529
-14,889
584
$1.7M 0.02%
12,949
-1,636
585
$1.7M 0.02%
24,394
-4,248
586
$1.69M 0.02%
52,894
+51,250
587
$1.69M 0.02%
25,488
+1,510
588
$1.68M 0.02%
20,418
+2,976
589
$1.68M 0.02%
53,180
-3,490
590
$1.67M 0.02%
38,444
+4,475
591
$1.66M 0.02%
12,281
+11,925
592
$1.63M 0.02%
27,662
+17,534
593
$1.63M 0.02%
52,311
594
$1.63M 0.02%
11,096
+5,172
595
$1.62M 0.02%
32,928
+3,996
596
$1.62M 0.02%
16,359
-1,369
597
$1.6M 0.02%
53,667
-3,932
598
$1.6M 0.02%
138,266
-8,984
599
$1.6M 0.02%
15,986
-4,244
600
$1.6M 0.02%
25,123
-3,773
22 23
24
25 26