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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
2401
$16.3K ﹤0.01%
925
-4,260
2402
$16.3K ﹤0.01%
626
-221
2403
$16.3K ﹤0.01%
183
-565
2404
$16.3K ﹤0.01%
95
-146
2405
$16.2K ﹤0.01%
218
-98
2406
$16.2K ﹤0.01%
357
2407
$16.2K ﹤0.01%
14,700
2408
$16.1K ﹤0.01%
1,950
2409
$16.1K ﹤0.01%
440
-1,315
2410
$16.1K ﹤0.01%
+1,000
2411
$16K ﹤0.01%
504
-1,591
2412
$15.9K ﹤0.01%
813
-305
2413
$15.9K ﹤0.01%
1,685
-2,098
2414
$15.8K ﹤0.01%
187
-20
2415
$15.8K ﹤0.01%
65
2416
$15.7K ﹤0.01%
464
-364
2417
$15.7K ﹤0.01%
327
2418
$15.7K ﹤0.01%
500
-3
2419
$15.6K ﹤0.01%
77
-3,534
2420
$15.6K ﹤0.01%
570
-38,121
2421
$15.5K ﹤0.01%
1,210
+50
2422
$15.4K ﹤0.01%
1,577
+145
2423
$15.3K ﹤0.01%
1,095
-3,385
2424
$15.3K ﹤0.01%
857
-1,503
2425
$15.3K ﹤0.01%
3,445
-19,864
95 96
97
98 99