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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
1076
$541K 0.01%
5,705
-1,879
1077
$541K 0.01%
17,347
+15,875
1078
$539K 0.01%
45,930
-3,961
1079
$538K 0.01%
33,500
-600
1080
$538K 0.01%
73,695
-6,430
1081
$537K 0.01%
3,981
-90
1082
$534K 0.01%
4,830
-180
1083
$534K 0.01%
23,438
+4,011
1084
$532K 0.01%
53,400
+500
1085
$531K 0.01%
40,522
+38
1086
$531K 0.01%
8,397
-30,990
1087
$531K 0.01%
5,565
-2,560
1088
$529K 0.01%
9,773
+161
1089
$527K 0.01%
23,455
+267
1090
$526K 0.01%
3,999
+2,467
1091
$525K 0.01%
39,819
+1,440
1092
$522K 0.01%
+18,178
1093
$521K 0.01%
12,902
-11,289
1094
$521K 0.01%
4,972
-9,181
1095
$519K 0.01%
7,659
-1,048
1096
$518K 0.01%
33,503
-27,246
1097
$518K 0.01%
28,207
-3,650
1098
$518K 0.01%
273,850
-20,550
1099
$518K 0.01%
21,377
-11,433
1100
$516K 0.01%
23,595
-24,693
42 43
44
45 46