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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
2351
$19.3K ﹤0.01%
1,022
-482
2352
$19.2K ﹤0.01%
3,129
+454
2353
$19.1K ﹤0.01%
2,499
-31,334
2354
$18.9K ﹤0.01%
1,351
-3,856
2355
$18.8K ﹤0.01%
400
-138
2356
$18.7K ﹤0.01%
1,968
-116
2357
$18.7K ﹤0.01%
620
-50
2358
$18.7K ﹤0.01%
63
+13
2359
$18.6K ﹤0.01%
952
-25
2360
$18.6K ﹤0.01%
853
-197
2361
$18.5K ﹤0.01%
660
-330
2362
$18.5K ﹤0.01%
877
2363
$18.5K ﹤0.01%
370
-35,040
2364
$18.3K ﹤0.01%
285
-23
2365
$18.3K ﹤0.01%
4,114
+2,983
2366
$18.2K ﹤0.01%
883
-680
2367
$18.2K ﹤0.01%
491
-2,726
2368
$18.2K ﹤0.01%
15,679
+14,776
2369
$18.2K ﹤0.01%
136
-105
2370
$18K ﹤0.01%
1,601
2371
$18K ﹤0.01%
299
+21
2372
$18K ﹤0.01%
116
-217
2373
$17.8K ﹤0.01%
772
-48
2374
$17.8K ﹤0.01%
972
-1,596
2375
$17.8K ﹤0.01%
2,554
93 94
95
96 97