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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
2201
$29.7K ﹤0.01%
957
2202
$29.5K ﹤0.01%
1,251
-675
2203
$29.5K ﹤0.01%
10,351
2204
$29.3K ﹤0.01%
1,348
2205
$29.3K ﹤0.01%
774
-4,525
2206
$29.2K ﹤0.01%
+552
2207
$29.1K ﹤0.01%
767
-1,500
2208
$29K ﹤0.01%
196
-11
2209
$29K ﹤0.01%
132
-329
2210
$28.9K ﹤0.01%
7,262
-3,423
2211
$28.9K ﹤0.01%
1,307
2212
$28.7K ﹤0.01%
283
-303
2213
$28.6K ﹤0.01%
5,200
-1,000
2214
$28.5K ﹤0.01%
1,064
+22
2215
$28.3K ﹤0.01%
1,744
-146
2216
$28.2K ﹤0.01%
2,494
-304
2217
$28.1K ﹤0.01%
1,503
+6
2218
$27.8K ﹤0.01%
2,296
+6
2219
$27.8K ﹤0.01%
831
-47
2220
$27.7K ﹤0.01%
722
-2,442
2221
$27.6K ﹤0.01%
8,967
-319
2222
$27.6K ﹤0.01%
2,917
-11,362
2223
$27.6K ﹤0.01%
645
2224
$27.4K ﹤0.01%
544
-334
2225
$27.4K ﹤0.01%
338
-3,912
87 88
89
90 91