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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
1626
$151K ﹤0.01%
1,355
-1,161
1627
$151K ﹤0.01%
37,672
-2,596
1628
$151K ﹤0.01%
1,872
+190
1629
$150K ﹤0.01%
5,343
+330
1630
$150K ﹤0.01%
718
-140
1631
$150K ﹤0.01%
11,620
-10,359
1632
$150K ﹤0.01%
4,499
-8,498
1633
$149K ﹤0.01%
3,351
-220
1634
$148K ﹤0.01%
2,142
-2,312
1635
$146K ﹤0.01%
13,325
-125
1636
$146K ﹤0.01%
4,017
-4,460
1637
$146K ﹤0.01%
14,300
+400
1638
$146K ﹤0.01%
4,133
-3,017
1639
$145K ﹤0.01%
3,131
-137
1640
$145K ﹤0.01%
4,520
1641
$143K ﹤0.01%
19,814
1642
$142K ﹤0.01%
10,674
+1,629
1643
$142K ﹤0.01%
14,063
+173
1644
$142K ﹤0.01%
11,450
+750
1645
$142K ﹤0.01%
14,150
1646
$141K ﹤0.01%
16,182
1647
$141K ﹤0.01%
2,408
-3,015
1648
$141K ﹤0.01%
2,059
-1,919
1649
$141K ﹤0.01%
6,682
-3,893
1650
$137K ﹤0.01%
13,689
+12,500
64 65
66
67 68