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
1126
$486K 0.01%
+11,594
1127
$483K 0.01%
+16,513
1128
$482K 0.01%
1,911
-718
1129
$477K 0.01%
4,028
-635
1130
$476K 0.01%
18,902
+5,239
1131
$474K 0.01%
19,901
-4,440
1132
$473K 0.01%
22,155
+200
1133
$473K 0.01%
4,891
-278
1134
$473K 0.01%
4,259
+4,193
1135
$472K 0.01%
11,750
+11,422
1136
$468K 0.01%
+15,979
1137
$468K 0.01%
6,405
-475
1138
$466K 0.01%
19,744
-1,754
1139
$466K 0.01%
102,815
-3,200
1140
$465K 0.01%
19,341
-14,062
1141
$465K 0.01%
6,799
+5,994
1142
$464K 0.01%
1,712
+193
1143
$463K 0.01%
130,400
+600
1144
$461K 0.01%
26,100
+600
1145
$461K 0.01%
75,086
+2,515
1146
$460K 0.01%
57,547
-2,326
1147
$459K 0.01%
12,767
+2,495
1148
$457K 0.01%
7,550
+5,190
1149
$455K 0.01%
78,314
+6,228
1150
$453K 0.01%
56,047
-780
44 45
46
47 48