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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
1151
$448K 0.01%
17,225
+10,256
1152
$448K 0.01%
3,444
-1,204
1153
$446K 0.01%
3,837
-2,388
1154
$446K 0.01%
10,279
-40
1155
$444K 0.01%
5,266
+536
1156
$443K 0.01%
36,703
1157
$442K 0.01%
70,000
-900
1158
$441K 0.01%
2,042
1159
$441K 0.01%
8,361
+7,981
1160
$441K 0.01%
29,571
-1,370
1161
$440K 0.01%
1,284
+90
1162
$440K 0.01%
6,803
-1,151
1163
$438K 0.01%
10,723
+10,722
1164
$437K 0.01%
24,692
-1,278
1165
$436K 0.01%
61,011
+2,900
1166
$434K 0.01%
8,784
+93
1167
$428K 0.01%
3,226
-65
1168
$427K 0.01%
5,700
-2,892
1169
$427K 0.01%
8,749
+7,432
1170
$427K 0.01%
5,653
-13,638
1171
$426K 0.01%
16,711
-2,807
1172
$426K 0.01%
5,601
-869
1173
$424K 0.01%
37,049
+806
1174
$423K 0.01%
39,824
-836
1175
$423K 0.01%
8,376
+4,493
45 46
47
48 49