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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
1851
$74K ﹤0.01%
1,261
-2,374
1852
$73.8K ﹤0.01%
1,734
-618
1853
$73.4K ﹤0.01%
1,257
-90
1854
$73.1K ﹤0.01%
513
+416
1855
$73K ﹤0.01%
4,379
-23,625
1856
$72.9K ﹤0.01%
9,166
1857
$72.6K ﹤0.01%
2,392
-1,257
1858
$72.1K ﹤0.01%
4,117
1859
$72.1K ﹤0.01%
604
-799
1860
$71.8K ﹤0.01%
1,707
-962
1861
$71.4K ﹤0.01%
8,400
-900
1862
$71.3K ﹤0.01%
2,977
-6,794
1863
$70.7K ﹤0.01%
1,959
-267
1864
$70.4K ﹤0.01%
11,209
1865
$70.3K ﹤0.01%
685
-286
1866
$70K ﹤0.01%
4,100
+100
1867
$69.8K ﹤0.01%
12,925
-5,913
1868
$69.8K ﹤0.01%
1,393
-56
1869
$69.8K ﹤0.01%
3,328
-3,162
1870
$69.7K ﹤0.01%
3,354
+103
1871
$69.6K ﹤0.01%
3,203
-2,533
1872
$69.6K ﹤0.01%
13,200
+1,300
1873
$69K ﹤0.01%
518
-73
1874
$68.9K ﹤0.01%
4,367
-1,491
1875
$68.9K ﹤0.01%
1,819
+1,626
73 74
75
76 77