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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
1751
$99.8K ﹤0.01%
3,510
-3,688
1752
$98.5K ﹤0.01%
1,800
1753
$98K ﹤0.01%
2,417
-4,328
1754
$97.4K ﹤0.01%
3,140
+1,456
1755
$97.3K ﹤0.01%
10,122
+10,118
1756
$96.7K ﹤0.01%
4,311
-1,051
1757
$96.6K ﹤0.01%
539
-24
1758
$95.9K ﹤0.01%
4,956
-5,120
1759
$95.8K ﹤0.01%
1,598
-503
1760
$95.5K ﹤0.01%
508
-209
1761
$95.5K ﹤0.01%
12,400
+400
1762
$95.2K ﹤0.01%
1,633
-198
1763
$94.9K ﹤0.01%
14,000
-1,300
1764
$93.6K ﹤0.01%
2,172
-408
1765
$93.4K ﹤0.01%
1,107
-572
1766
$93.2K ﹤0.01%
976
+958
1767
$93.1K ﹤0.01%
5,335
+2,546
1768
$92.4K ﹤0.01%
10,022
1769
$92.4K ﹤0.01%
2,668
1770
$92K ﹤0.01%
2,033
-10,697
1771
$91.8K ﹤0.01%
2,295
+2,262
1772
$91.3K ﹤0.01%
3,885
+3,870
1773
$90.4K ﹤0.01%
+32,761
1774
$90.3K ﹤0.01%
4,060
+333
1775
$90.2K ﹤0.01%
16,431
-1,015
69 70
71
72 73