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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
1526
$208K ﹤0.01%
5,438
+5,358
1527
$208K ﹤0.01%
14,028
-5,439
1528
$208K ﹤0.01%
3,116
1529
$207K ﹤0.01%
886
+858
1530
$207K ﹤0.01%
19,736
+19,104
1531
$207K ﹤0.01%
8,461
+4,499
1532
$207K ﹤0.01%
5,440
-2,949
1533
$206K ﹤0.01%
6,730
-6,316
1534
$206K ﹤0.01%
73,215
+3,034
1535
$204K ﹤0.01%
36,386
-351
1536
$204K ﹤0.01%
17,422
-7,655
1537
$203K ﹤0.01%
20,956
-10,449
1538
$203K ﹤0.01%
1,176
+166
1539
$203K ﹤0.01%
7,822
-60
1540
$201K ﹤0.01%
8,523
1541
$200K ﹤0.01%
18,515
+115
1542
$200K ﹤0.01%
12,994
+12,944
1543
$200K ﹤0.01%
7,649
+1,384
1544
$198K ﹤0.01%
2,102
+1,036
1545
$198K ﹤0.01%
9,130
-2,191
1546
$198K ﹤0.01%
1,523
+312
1547
$197K ﹤0.01%
3,021
-327
1548
$197K ﹤0.01%
2,540
+2,070
1549
$197K ﹤0.01%
4,727
-1,623
1550
$197K ﹤0.01%
7,715
-6,460
60 61
62
63 64