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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
701
$1.25M 0.02%
11,150
+1,249
702
$1.24M 0.02%
17,563
-1,032
703
$1.24M 0.02%
47,466
-449,590
704
$1.24M 0.02%
16,837
+1,425
705
$1.24M 0.02%
32,806
+1,336
706
$1.23M 0.02%
34,811
-11,907
707
$1.23M 0.02%
48,243
+9,706
708
$1.23M 0.02%
38,432
+14,085
709
$1.22M 0.02%
34,680
+1,380
710
$1.22M 0.02%
23,245
-836
711
$1.21M 0.02%
75,411
+18,351
712
$1.21M 0.02%
+328,805
713
$1.21M 0.02%
26,252
+4,468
714
$1.21M 0.02%
21,014
+1,619
715
$1.21M 0.02%
54,399
-2,537
716
$1.21M 0.02%
315,500
+5,500
717
$1.2M 0.02%
59,738
-2,782
718
$1.2M 0.02%
73,764
-4,324
719
$1.2M 0.02%
14,493
+10,317
720
$1.2M 0.02%
34,214
+30,385
721
$1.2M 0.02%
56,739
-2,875
722
$1.19M 0.01%
52,258
-3,128
723
$1.18M 0.01%
112,715
+91,571
724
$1.18M 0.01%
61,729
+2,032
725
$1.18M 0.01%
8,048
-387
27 28
29
30 31