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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
626
$1.49M 0.02%
4,701
+152
627
$1.49M 0.02%
80,228
+14,159
628
$1.48M 0.02%
35,595
+1,250
629
$1.48M 0.02%
24,805
-1,770
630
$1.48M 0.02%
10,999
+7,490
631
$1.47M 0.02%
45,213
-5,363
632
$1.47M 0.02%
37,501
-1,251
633
$1.47M 0.02%
30,761
-3,887
634
$1.47M 0.02%
62,305
+4,244
635
$1.46M 0.02%
7,475
-324
636
$1.46M 0.02%
46,446
+1,482
637
$1.46M 0.02%
12,378
+11,006
638
$1.46M 0.02%
18,980
+9,743
639
$1.46M 0.02%
24,986
+3,930
640
$1.46M 0.02%
21,040
+4,448
641
$1.45M 0.02%
8,929
+6,085
642
$1.45M 0.02%
+315,574
643
$1.44M 0.02%
29,159
-27,002
644
$1.44M 0.02%
+17,671
645
$1.44M 0.02%
6,008
+2,474
646
$1.43M 0.02%
35,944
+16,307
647
$1.42M 0.02%
41,161
+1,140
648
$1.42M 0.02%
48,550
+8,603
649
$1.42M 0.02%
31,736
+9,691
650
$1.41M 0.02%
3,105
+191
24 25
26
27 28