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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
1976
$51.4K ﹤0.01%
467
-10,895
1977
$51.3K ﹤0.01%
1,430
+1,109
1978
$51.3K ﹤0.01%
+659
1979
$51.2K ﹤0.01%
304
+269
1980
$51.1K ﹤0.01%
414
-43
1981
$51K ﹤0.01%
2,560
-476
1982
$51K ﹤0.01%
1,242
+1,218
1983
$50.9K ﹤0.01%
12,594
+1,900
1984
$50.8K ﹤0.01%
10,000
1985
$50.8K ﹤0.01%
3,260
-300
1986
$50.7K ﹤0.01%
659
-408
1987
$50.7K ﹤0.01%
1,870
+1,622
1988
$50.5K ﹤0.01%
1,322
-272
1989
$50.5K ﹤0.01%
650
-485
1990
$50.5K ﹤0.01%
274
+269
1991
$50.4K ﹤0.01%
+3,500
1992
$50.3K ﹤0.01%
+1,275
1993
$50.3K ﹤0.01%
2,603
1994
$50.3K ﹤0.01%
+2,192
1995
$50.3K ﹤0.01%
2,600
1996
$50.2K ﹤0.01%
1,500
-4
1997
$50K ﹤0.01%
634
-1,293
1998
$49.9K ﹤0.01%
1,115
-2,250
1999
$49.6K ﹤0.01%
1,562
+1,424
2000
$49.5K ﹤0.01%
417
+119
78 79
80
81 82