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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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 11.79%
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
51
$37M 0.46%
193,457
+147,075
52
$37M 0.46%
508,343
+91,859
53
$36.9M 0.46%
759,139
-109,585
54
$36.6M 0.46%
386,864
-95,034
55
$35.1M 0.44%
306,379
+8,184
56
$34.7M 0.43%
51,935
+38,466
57
$34.6M 0.43%
153,308
+7,637
58
$34.4M 0.43%
429,250
+306,802
59
$34.2M 0.43%
1,405,821
+95,589
60
$33.9M 0.42%
368,148
+330,084
61
$33.3M 0.42%
320,430
+27,225
62
$33.3M 0.42%
177,181
+4,470
63
$33M 0.41%
109,281
+13,065
64
$32.6M 0.41%
1,113,108
-192,511
65
$32.4M 0.4%
158,273
+5,192
66
$32.3M 0.4%
725,040
+13,251
67
$32.2M 0.4%
171,576
-1,823
68
$32.1M 0.4%
211,251
+14,128
69
$31.4M 0.39%
175,666
+4,203
70
$31.4M 0.39%
338,072
+84,214
71
$30.5M 0.38%
648,860
+588,635
72
$30.3M 0.38%
316,665
+305,629
73
$28.3M 0.35%
514,014
-17,007
74
$27.9M 0.35%
185,747
-1,500
75
$27.4M 0.34%
460,311
-221,059
1 2
3
4 5