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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
2126
$36K ﹤0.01%
3,709
-3,074
2127
$35.9K ﹤0.01%
1,784
-2,170
2128
$35.9K ﹤0.01%
620
-170
2129
$35.7K ﹤0.01%
2,560
+1,131
2130
$35.6K ﹤0.01%
2,039
-2,883
2131
$35.6K ﹤0.01%
483
-272
2132
$35.5K ﹤0.01%
333
-174
2133
$35.5K ﹤0.01%
948
-12,414
2134
$35.4K ﹤0.01%
350
-136
2135
$35.4K ﹤0.01%
1,754
-392
2136
$35.4K ﹤0.01%
2,120
+420
2137
$35.3K ﹤0.01%
427
+2
2138
$35.2K ﹤0.01%
3,219
2139
$35.2K ﹤0.01%
609
-207
2140
$35.1K ﹤0.01%
885
-273
2141
$35.1K ﹤0.01%
411
2142
$35.1K ﹤0.01%
2,472
-325
2143
$34.9K ﹤0.01%
251
-561
2144
$34.7K ﹤0.01%
1,923
-23,427
2145
$34.6K ﹤0.01%
4,059
-68
2146
$34.6K ﹤0.01%
4,900
2147
$34.5K ﹤0.01%
1,943
-60
2148
$34.5K ﹤0.01%
1,466
-2
2149
$34.3K ﹤0.01%
4,108
-4,217
2150
$34.2K ﹤0.01%
1,506
-1,516
84 85
86
87 88