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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
1951
$55.6K ﹤0.01%
1,275
-4,984
1952
$55.5K ﹤0.01%
2,626
-183
1953
$55.4K ﹤0.01%
+25,120
1954
$55.2K ﹤0.01%
1,720
-2,447
1955
$54.7K ﹤0.01%
2,231
+200
1956
$54.7K ﹤0.01%
2,061
+2
1957
$54.7K ﹤0.01%
1,350
-1,871
1958
$54.5K ﹤0.01%
1,285
-3,855
1959
$54.4K ﹤0.01%
2,601
-1,346
1960
$54.4K ﹤0.01%
1,016
+48
1961
$54.4K ﹤0.01%
1,012
-2,146
1962
$54.2K ﹤0.01%
2,740
1963
$54.1K ﹤0.01%
6,500
-200
1964
$54.1K ﹤0.01%
+10,500
1965
$54.1K ﹤0.01%
503
-721
1966
$53.2K ﹤0.01%
870
+470
1967
$53.1K ﹤0.01%
1,982
-1,771
1968
$52.8K ﹤0.01%
519
-1,472
1969
$52.7K ﹤0.01%
463
+299
1970
$52.7K ﹤0.01%
1,129
1971
$52.6K ﹤0.01%
394
+315
1972
$52.4K ﹤0.01%
+165
1973
$52.4K ﹤0.01%
1,402
-1,017
1974
$52.3K ﹤0.01%
224
-6
1975
$51.7K ﹤0.01%
756
-24,402
77 78
79
80 81