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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
1726
$108K ﹤0.01%
1,366
-15
1727
$108K ﹤0.01%
986
+936
1728
$108K ﹤0.01%
289
-17
1729
$107K ﹤0.01%
25,907
1730
$107K ﹤0.01%
1,824
1731
$107K ﹤0.01%
7,860
-4,012
1732
$107K ﹤0.01%
40,095
+3,530
1733
$107K ﹤0.01%
880
-26
1734
$107K ﹤0.01%
5,141
-1,732
1735
$106K ﹤0.01%
2,200
-119
1736
$106K ﹤0.01%
3,378
+875
1737
$106K ﹤0.01%
11,938
+5,930
1738
$105K ﹤0.01%
505
-234
1739
$104K ﹤0.01%
2,800
-105
1740
$104K ﹤0.01%
68
-1,848
1741
$104K ﹤0.01%
1,567
-2,375
1742
$103K ﹤0.01%
4,499
-421
1743
$103K ﹤0.01%
2,475
-8,942
1744
$102K ﹤0.01%
35,952
1745
$102K ﹤0.01%
475
-80
1746
$102K ﹤0.01%
5,201
-960
1747
$101K ﹤0.01%
2,723
-3,902
1748
$101K ﹤0.01%
5,506
1749
$100K ﹤0.01%
19,386
1750
$100K ﹤0.01%
16,200
+700
68 69
70
71 72