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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
1801
$84.9K ﹤0.01%
3,066
-7,880
1802
$84.6K ﹤0.01%
11,031
+233
1803
$84K ﹤0.01%
12,734
+7,949
1804
$84K ﹤0.01%
12,230
+10,032
1805
$83.7K ﹤0.01%
2,246
+500
1806
$83.6K ﹤0.01%
1,076
-847
1807
$83.4K ﹤0.01%
4,582
-2,263
1808
$83.3K ﹤0.01%
1,293
-526
1809
$83.1K ﹤0.01%
2,376
1810
$83K ﹤0.01%
5,452
+471
1811
$81.8K ﹤0.01%
4,237
-627
1812
$81.8K ﹤0.01%
671
-10
1813
$81.5K ﹤0.01%
2,230
-31
1814
$81.4K ﹤0.01%
525
-31
1815
$81.4K ﹤0.01%
+43,537
1816
$81K ﹤0.01%
816
-470
1817
$80.9K ﹤0.01%
+3,423
1818
$80.5K ﹤0.01%
6,068
+755
1819
$80.2K ﹤0.01%
15,600
1820
$80K ﹤0.01%
1,812
-1,323
1821
$79.6K ﹤0.01%
1,864
-1,413
1822
$78.9K ﹤0.01%
18,100
+5,400
1823
$78.8K ﹤0.01%
1,796
-4,504
1824
$78.7K ﹤0.01%
1,860
-447
1825
$78.6K ﹤0.01%
11,697
-503
71 72
73
74 75