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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
2001
$49.4K ﹤0.01%
2,949
2002
$49.4K ﹤0.01%
4,353
-1,024
2003
$49.3K ﹤0.01%
17,000
+11,599
2004
$49.3K ﹤0.01%
113
+84
2005
$49.3K ﹤0.01%
13,458
2006
$49.3K ﹤0.01%
1,994
2007
$49.1K ﹤0.01%
2,125
+300
2008
$49K ﹤0.01%
1,505
+1,345
2009
$48.9K ﹤0.01%
5,248
-2,509
2010
$48.8K ﹤0.01%
1,246
-21
2011
$48.6K ﹤0.01%
5,943
-6,955
2012
$48.6K ﹤0.01%
2,638
-1,203
2013
$48.6K ﹤0.01%
1,348
+416
2014
$48.5K ﹤0.01%
3,100
-650
2015
$48.4K ﹤0.01%
870
-835
2016
$48.3K ﹤0.01%
599
-4,987
2017
$48.2K ﹤0.01%
2,747
-3,865
2018
$48.2K ﹤0.01%
+17,225
2019
$48.2K ﹤0.01%
3,154
-622
2020
$48.1K ﹤0.01%
2,412
+566
2021
$48.1K ﹤0.01%
1,804
+1,795
2022
$47.8K ﹤0.01%
1,133
2023
$47.8K ﹤0.01%
1,126
+828
2024
$47.6K ﹤0.01%
946
+196
2025
$47.6K ﹤0.01%
424
-1,522
79 80
81
82 83