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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
976
$685K 0.01%
14,950
+1,650
977
$684K 0.01%
21,995
-1,231
978
$681K 0.01%
64,958
+27,187
979
$680K 0.01%
19,836
+1,266
980
$669K 0.01%
13,736
-342
981
$668K 0.01%
15,228
-6,955
982
$668K 0.01%
8,294
-35
983
$667K 0.01%
38,463
+24,303
984
$666K 0.01%
541,395
+22,099
985
$663K 0.01%
8,358
-8,998
986
$658K 0.01%
45,602
+2,840
987
$657K 0.01%
21,307
-581
988
$656K 0.01%
24,050
+22,763
989
$656K 0.01%
74,683
-750
990
$654K 0.01%
106,396
-2,149
991
$653K 0.01%
4,427
-2,669
992
$652K 0.01%
3,307
+1,113
993
$652K 0.01%
8,087
-24,444
994
$652K 0.01%
52,007
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995
$650K 0.01%
55,295
-1,134
996
$647K 0.01%
9,147
+9,132
997
$643K 0.01%
82,250
-3,550
998
$642K 0.01%
2,308
-559
999
$641K 0.01%
20,653
-7,292
1000
$641K 0.01%
26,602
+4,569
38 39
40
41 42