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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
876
$814K 0.01%
+47,123
877
$813K 0.01%
62,414
+208
878
$812K 0.01%
19,408
+13,910
879
$812K 0.01%
36,611
+36,231
880
$811K 0.01%
20,139
-6,881
881
$810K 0.01%
22,775
-526
882
$810K 0.01%
21,179
+1,555
883
$809K 0.01%
28,691
-4,615
884
$809K 0.01%
293,200
-18,000
885
$809K 0.01%
15,127
+13,406
886
$801K 0.01%
+24,133
887
$801K 0.01%
21,269
+17,430
888
$800K 0.01%
80,582
+800
889
$800K 0.01%
15,117
-15,166
890
$797K 0.01%
9,901
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891
$787K 0.01%
7,477
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892
$787K 0.01%
23,334
+5,117
893
$786K 0.01%
16,329
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894
$785K 0.01%
23,115
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895
$783K 0.01%
11,546
+1,994
896
$783K 0.01%
10,918
+5,875
897
$782K 0.01%
11,762
-11,874
898
$782K 0.01%
8,432
-543
899
$775K 0.01%
4,049
-220
900
$775K 0.01%
18,411
+248
34 35
36
37 38