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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
2326
$20.6K ﹤0.01%
344
-758
2327
$20.6K ﹤0.01%
613
-1,980
2328
$20.5K ﹤0.01%
1,841
-45
2329
$20.5K ﹤0.01%
12,419
+12
2330
$20.4K ﹤0.01%
800
2331
$20.4K ﹤0.01%
1,100
-944
2332
$20.3K ﹤0.01%
61
-201
2333
$20.3K ﹤0.01%
236
-13,981
2334
$20.2K ﹤0.01%
10,000
2335
$20.2K ﹤0.01%
232
2336
$20.1K ﹤0.01%
329
-199
2337
$20K ﹤0.01%
514
-337
2338
$19.9K ﹤0.01%
1,028
-918
2339
$19.9K ﹤0.01%
2,148
-4,651
2340
$19.9K ﹤0.01%
204
2341
$19.8K ﹤0.01%
3,130
-49
2342
$19.7K ﹤0.01%
700
2343
$19.6K ﹤0.01%
632
2344
$19.6K ﹤0.01%
572
-206
2345
$19.6K ﹤0.01%
595
2346
$19.6K ﹤0.01%
95
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2347
$19.6K ﹤0.01%
441
-204
2348
$19.4K ﹤0.01%
3,000
2349
$19.3K ﹤0.01%
519
-725
2350
$19.3K ﹤0.01%
243
-189
92 93
94
95 96