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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
1376
$304K ﹤0.01%
5,576
-110
1377
$303K ﹤0.01%
7,038
+4,423
1378
$299K ﹤0.01%
2,750
+1,358
1379
$299K ﹤0.01%
18,822
+911
1380
$295K ﹤0.01%
1,514
+350
1381
$295K ﹤0.01%
925
+360
1382
$295K ﹤0.01%
6,542
+1,242
1383
$294K ﹤0.01%
24,751
-30,312
1384
$294K ﹤0.01%
1,323
-174
1385
$294K ﹤0.01%
+10,680
1386
$294K ﹤0.01%
6,348
+36
1387
$292K ﹤0.01%
6,714
-15,087
1388
$291K ﹤0.01%
36,400
-900
1389
$290K ﹤0.01%
25,738
+4,467
1390
$290K ﹤0.01%
1,379
-571
1391
$289K ﹤0.01%
22,304
-14,209
1392
$288K ﹤0.01%
9,432
1393
$286K ﹤0.01%
10,731
+4
1394
$284K ﹤0.01%
21,725
-1,061
1395
$283K ﹤0.01%
3,925
-1,072
1396
$282K ﹤0.01%
2,483
-356
1397
$282K ﹤0.01%
14,975
-2,711
1398
$282K ﹤0.01%
2,787
-130
1399
$281K ﹤0.01%
5,999
+5,535
1400
$281K ﹤0.01%
+7,475