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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
776
$1.01M 0.01%
37,892
+4,333
777
$1.01M 0.01%
21,914
-1,317
778
$1M 0.01%
44,959
+8,617
779
$1M 0.01%
157,147
-2,004
780
$1M 0.01%
16,368
-1,017
781
$1M 0.01%
19,286
-186
782
$995K 0.01%
8,121
+1,733
783
$994K 0.01%
89,501
+89,347
784
$993K 0.01%
1,752
-111
785
$992K 0.01%
25,917
+18,302
786
$989K 0.01%
18,686
-647
787
$971K 0.01%
7,729
+600
788
$968K 0.01%
164,312
-5,100
789
$968K 0.01%
40,754
-20,681
790
$964K 0.01%
30,889
-165
791
$959K 0.01%
45,096
+44,484
792
$959K 0.01%
35,663
+4,172
793
$957K 0.01%
33,535
+11,310
794
$953K 0.01%
+92,165
795
$951K 0.01%
10,417
-2,858
796
$950K 0.01%
6,506
-658
797
$949K 0.01%
12,813
+1,002
798
$947K 0.01%
47,524
-1,642
799
$944K 0.01%
14,251
+12,109
800
$943K 0.01%
18,735
-7,632
30 31
32
33 34