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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
1476
$234K ﹤0.01%
23,363
-3,000
1477
$233K ﹤0.01%
5,210
-3,906
1478
$233K ﹤0.01%
1,634
-1,101
1479
$232K ﹤0.01%
1,025
-741
1480
$232K ﹤0.01%
5,867
+713
1481
$232K ﹤0.01%
+7,625
1482
$231K ﹤0.01%
1,826
-130
1483
$229K ﹤0.01%
6,691
-922
1484
$229K ﹤0.01%
49,251
-800
1485
$229K ﹤0.01%
4,363
-3,320
1486
$229K ﹤0.01%
5,157
-1,863
1487
$228K ﹤0.01%
1,954
-71
1488
$228K ﹤0.01%
12,735
-20,659
1489
$227K ﹤0.01%
20,785
+10,808
1490
$227K ﹤0.01%
7,020
+1,810
1491
$227K ﹤0.01%
28,756
-38,286
1492
$226K ﹤0.01%
756
+27
1493
$225K ﹤0.01%
8,150
-2,200
1494
$224K ﹤0.01%
7,977
+367
1495
$223K ﹤0.01%
16,000
-2,020
1496
$222K ﹤0.01%
3,455
+3,434
1497
$222K ﹤0.01%
10,237
-349
1498
$221K ﹤0.01%
11,567
+7,219
1499
$221K ﹤0.01%
10,411
+742
1500
$221K ﹤0.01%
17,060
-1,325
58 59
60
61 62