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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
801
$934K 0.01%
46,316
+7,400
802
$933K 0.01%
27,285
-882
803
$931K 0.01%
14,339
+4,174
804
$931K 0.01%
17,034
+12
805
$930K 0.01%
12,112
-2,212
806
$926K 0.01%
175,800
-10,800
807
$926K 0.01%
70,614
-19,881
808
$926K 0.01%
147,675
-7,300
809
$926K 0.01%
8,000
-2,964
810
$925K 0.01%
71,686
+2,685
811
$923K 0.01%
4,426
-605
812
$922K 0.01%
24,393
+697
813
$920K 0.01%
6,950
-7,008
814
$919K 0.01%
13,191
+4,299
815
$918K 0.01%
6,868
+1,556
816
$915K 0.01%
30,685
-18,785
817
$915K 0.01%
15,629
+435
818
$914K 0.01%
4,636
+4,115
819
$913K 0.01%
80,900
-1,895
820
$908K 0.01%
2,350
+501
821
$907K 0.01%
5,870
+3,499
822
$906K 0.01%
39,435
+667
823
$903K 0.01%
37,990
+530
824
$899K 0.01%
136,807
+6,907
825
$899K 0.01%
20,237
+10,367
31 32
33
34 35