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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
1676
$127K ﹤0.01%
738
-778
1677
$125K ﹤0.01%
3,754
-2,660
1678
$124K ﹤0.01%
2,897
+283
1679
$124K ﹤0.01%
3,130
-170
1680
$124K ﹤0.01%
29,500
-800
1681
$124K ﹤0.01%
4,387
-2,389
1682
$124K ﹤0.01%
2,394
-6,959
1683
$123K ﹤0.01%
2,226
+2,008
1684
$123K ﹤0.01%
24,264
+302
1685
$123K ﹤0.01%
2,922
-831
1686
$122K ﹤0.01%
3,930
-3,908
1687
$122K ﹤0.01%
707
-10
1688
$122K ﹤0.01%
10,567
+10,107
1689
$121K ﹤0.01%
1,671
-7,506
1690
$121K ﹤0.01%
729
-399
1691
$120K ﹤0.01%
18,232
1692
$119K ﹤0.01%
2,501
1693
$119K ﹤0.01%
2,427
-249
1694
$118K ﹤0.01%
6,229
-3,800
1695
$118K ﹤0.01%
5,207
-2,693
1696
$117K ﹤0.01%
5,835
-21,483
1697
$117K ﹤0.01%
10,000
+2,670
1698
$115K ﹤0.01%
10,106
-600
1699
$114K ﹤0.01%
1,048
-446
1700
$114K ﹤0.01%
36,051
-16,834
66 67
68
69 70