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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
1401
$280K ﹤0.01%
+9,785
1402
$276K ﹤0.01%
2,624
-6
1403
$276K ﹤0.01%
6,251
-3,033
1404
$275K ﹤0.01%
95,366
-50,241
1405
$275K ﹤0.01%
4,709
-1,447
1406
$273K ﹤0.01%
1,319
-5,582
1407
$273K ﹤0.01%
9,485
-18,907
1408
$272K ﹤0.01%
7,198
-1,309
1409
$272K ﹤0.01%
5,109
-75
1410
$269K ﹤0.01%
6,194
-52
1411
$269K ﹤0.01%
14,825
+13,970
1412
$268K ﹤0.01%
32,221
-1,265
1413
$268K ﹤0.01%
4,669
+4,502
1414
$268K ﹤0.01%
10,189
+9,394
1415
$267K ﹤0.01%
9,789
+9,389
1416
$266K ﹤0.01%
1,594
-14,866
1417
$266K ﹤0.01%
35,525
-6
1418
$266K ﹤0.01%
17,232
-34,864
1419
$265K ﹤0.01%
8,480
-2,204
1420
$265K ﹤0.01%
+24,725
1421
$265K ﹤0.01%
11,210
-25,245
1422
$264K ﹤0.01%
4,571
-1,829
1423
$264K ﹤0.01%
2,472
+247
1424
$264K ﹤0.01%
2,824
+2
1425
$263K ﹤0.01%
7,730
+343
55 56
57
58 59