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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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 11.79%
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
101
$19.4M 0.24%
89,810
-2,651
102
$19.3M 0.24%
825,864
-44,493
103
$19.2M 0.24%
278,479
-7,294
104
$19.1M 0.24%
380,869
+116,953
105
$19.1M 0.24%
52,396
+3,139
106
$19.1M 0.24%
249,307
+7,460
107
$18.5M 0.23%
39,405
-4,377
108
$18.5M 0.23%
104,078
+471
109
$18M 0.23%
289,623
+19,080
110
$17.7M 0.22%
215,854
-20,860
111
$17.6M 0.22%
110,694
-1,268
112
$17.5M 0.22%
437,662
+24,974
113
$17.1M 0.21%
261,670
+49,461
114
$17.1M 0.21%
356,224
-74,329
115
$16.7M 0.21%
83,143
-5,263
116
$15.7M 0.2%
170,979
-61,295
117
$15.6M 0.2%
280,945
-79,953
118
$15.6M 0.19%
401,983
+50,206
119
$15.3M 0.19%
114,366
-5,056
120
$15.3M 0.19%
146,167
-45,249
121
$15.1M 0.19%
297,330
+24,377
122
$15M 0.19%
580,559
-7,461
123
$14.5M 0.18%
323,867
+209,176
124
$14.5M 0.18%
292,200
-51,235
125
$14.4M 0.18%
175,070
-5,984
3 4
5
6 7