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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
1826
$78.4K ﹤0.01%
1,433
-695
1827
$78.4K ﹤0.01%
221
-47
1828
$78.2K ﹤0.01%
305
-1,042
1829
$78.2K ﹤0.01%
12,921
1830
$77.9K ﹤0.01%
12,407
+217
1831
$77.5K ﹤0.01%
2,615
-10,261
1832
$76.9K ﹤0.01%
4,651
-454
1833
$76.5K ﹤0.01%
15,402
1834
$76.5K ﹤0.01%
1,500
1835
$76.5K ﹤0.01%
3,028
-2,097
1836
$76.4K ﹤0.01%
1,454
-1,423
1837
$75.9K ﹤0.01%
575
-1,025
1838
$75.7K ﹤0.01%
4,033
-7,727
1839
$75.6K ﹤0.01%
1,500
-1
1840
$75.4K ﹤0.01%
4,871
-2,530
1841
$75.4K ﹤0.01%
10,426
+333
1842
$75.2K ﹤0.01%
3,887
-2,276
1843
$75K ﹤0.01%
2,387
-114
1844
$74.8K ﹤0.01%
2,462
-7,047
1845
$74.6K ﹤0.01%
19
1846
$74.5K ﹤0.01%
19,610
1847
$74.5K ﹤0.01%
1,147
-1,226
1848
$74.3K ﹤0.01%
1,050
-3,605
1849
$74K ﹤0.01%
2,290
-206
1850
$74K ﹤0.01%
1,412
-832
72 73
74
75 76