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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
2251
$25K ﹤0.01%
2,748
+16
2252
$24.9K ﹤0.01%
1,646
+221
2253
$24.8K ﹤0.01%
631
-51,271
2254
$24.8K ﹤0.01%
170
-635
2255
$24.6K ﹤0.01%
2,606
2256
$24.6K ﹤0.01%
389
-1,073
2257
$24.6K ﹤0.01%
806
-795
2258
$24.5K ﹤0.01%
5,204
-42,449
2259
$24.5K ﹤0.01%
2,951
-110
2260
$24.5K ﹤0.01%
1,067
+927
2261
$24.4K ﹤0.01%
74
-566
2262
$24.4K ﹤0.01%
386
-731
2263
$24.3K ﹤0.01%
331
-10
2264
$24.3K ﹤0.01%
9,623
+2,388
2265
$24.2K ﹤0.01%
561
-3,734
2266
$24.2K ﹤0.01%
1,000
-1,000
2267
$24.1K ﹤0.01%
526
-98
2268
$24K ﹤0.01%
212
-21
2269
$24K ﹤0.01%
171
-105
2270
$23.9K ﹤0.01%
546
+183
2271
$23.9K ﹤0.01%
3,292
+202
2272
$23.8K ﹤0.01%
384
-827
2273
$23.7K ﹤0.01%
345
-506
2274
$23.7K ﹤0.01%
1,383
-12,169
2275
$23.7K ﹤0.01%
55,062
+50,000
89 90
91
92 93