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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
1276
$361K ﹤0.01%
38,396
-6,526
1277
$360K ﹤0.01%
11,086
-3,127
1278
$360K ﹤0.01%
13,246
-2,057
1279
$360K ﹤0.01%
5,636
-4,123
1280
$359K ﹤0.01%
2,885
+2,625
1281
$359K ﹤0.01%
21,666
-8,392
1282
$359K ﹤0.01%
20,973
+1,800
1283
$358K ﹤0.01%
62
+9
1284
$358K ﹤0.01%
9,592
-17,648
1285
$358K ﹤0.01%
17,364
-6,093
1286
$358K ﹤0.01%
8,150
+2,424
1287
$357K ﹤0.01%
14,023
+13,823
1288
$356K ﹤0.01%
9,225
+9,221
1289
$356K ﹤0.01%
28,200
+300
1290
$356K ﹤0.01%
5,828
-1,621
1291
$355K ﹤0.01%
1,760
+474
1292
$355K ﹤0.01%
29,594
+918
1293
$354K ﹤0.01%
7,479
-140
1294
$353K ﹤0.01%
70,400
-8,500
1295
$353K ﹤0.01%
7,878
+2,124
1296
$353K ﹤0.01%
67,072
+3,616
1297
$353K ﹤0.01%
11,879
-76,014
1298
$352K ﹤0.01%
2,609
-119
1299
$352K ﹤0.01%
5,879
-363
1300
$352K ﹤0.01%
2,597
+1,541
50 51
52
53 54