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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
2076
$41.3K ﹤0.01%
2,249
-1,526
2077
$41.3K ﹤0.01%
2,000
2078
$41.2K ﹤0.01%
768
-83
2079
$41K ﹤0.01%
4,088
2080
$40.9K ﹤0.01%
750
2081
$40.6K ﹤0.01%
232
+18
2082
$40.5K ﹤0.01%
+1,890
2083
$40.4K ﹤0.01%
441
-1,352
2084
$40.3K ﹤0.01%
1,146
-520
2085
$40.2K ﹤0.01%
921
2086
$40K ﹤0.01%
1,210
-557
2087
$40K ﹤0.01%
750
-1,490
2088
$40K ﹤0.01%
3,477
-3,350
2089
$39.7K ﹤0.01%
+453
2090
$39.6K ﹤0.01%
2,584
-833
2091
$39.4K ﹤0.01%
860
-972
2092
$39.3K ﹤0.01%
11,300
2093
$39.3K ﹤0.01%
453
+336
2094
$39.1K ﹤0.01%
1,306
-302
2095
$39.1K ﹤0.01%
500
2096
$39K ﹤0.01%
404
-2,780
2097
$38.9K ﹤0.01%
1,283
-111
2098
$38.8K ﹤0.01%
3,600
-200
2099
$38.8K ﹤0.01%
540
-2,053
2100
$38.5K ﹤0.01%
1,643
-345
82 83
84
85 86