NA

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
851
$858K 0.01%
30,530
+3,135
852
$857K 0.01%
10,614
-5,822
853
$852K 0.01%
36,849
+4,595
854
$851K 0.01%
13,208
+300
855
$850K 0.01%
35,169
+8,249
856
$848K 0.01%
121,105
-192
857
$847K 0.01%
90,462
+700
858
$845K 0.01%
28,233
+2,421
859
$844K 0.01%
73,637
+1,633
860
$839K 0.01%
98,249
+5,633
861
$839K 0.01%
97,100
-2,900
862
$836K 0.01%
22,864
+3,588
863
$834K 0.01%
+36,240
864
$831K 0.01%
172,115
-723
865
$831K 0.01%
19,075
-1,187
866
$831K 0.01%
11,492
-231
867
$829K 0.01%
18,587
-3,729
868
$828K 0.01%
21,277
+10,780
869
$825K 0.01%
4,409
-550
870
$824K 0.01%
80,647
-9,778
871
$824K 0.01%
3,157
-45
872
$824K 0.01%
130,418
+1,084
873
$823K 0.01%
40,331
+26,778
874
$816K 0.01%
43,916
-9,450
875
$815K 0.01%
12,113
+437
33 34
35
36 37