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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
1701
$114K ﹤0.01%
1,963
-457
1702
$113K ﹤0.01%
3,000
+110
1703
$113K ﹤0.01%
+2,200
1704
$113K ﹤0.01%
1,570
-175
1705
$113K ﹤0.01%
4,031
+31
1706
$113K ﹤0.01%
2,178
-1,523
1707
$112K ﹤0.01%
3,341
+696
1708
$112K ﹤0.01%
+5,053
1709
$112K ﹤0.01%
41,359
-24,079
1710
$111K ﹤0.01%
2,625
+181
1711
$111K ﹤0.01%
5,151
-36
1712
$111K ﹤0.01%
13,400
-2,400
1713
$111K ﹤0.01%
9,320
+6,269
1714
$110K ﹤0.01%
13,172
-23,744
1715
$110K ﹤0.01%
2,649
+14
1716
$110K ﹤0.01%
1,418
-1,152
1717
$110K ﹤0.01%
2,370
-2,797
1718
$109K ﹤0.01%
4,242
+3,126
1719
$109K ﹤0.01%
23,100
-300
1720
$109K ﹤0.01%
1,948
+551
1721
$109K ﹤0.01%
10,700
+100
1722
$109K ﹤0.01%
5,020
-6,103
1723
$108K ﹤0.01%
3,879
-847
1724
$108K ﹤0.01%
1,601
-410
1725
$108K ﹤0.01%
500
-1,432
67 68
69
70 71