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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
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
+$43.3M
2
+$29.5M
3
+$29.3M
4
NVS icon
Novartis
NVS
+$28.8M
5
ED icon
Consolidated Edison
ED
+$28.6M

Top Sells

1
+$39.8M
2
+$30.3M
3
+$29.7M
4
ADM icon
Archer Daniels Midland
ADM
+$28.3M
5
UNH icon
UnitedHealth
UNH
+$26.7M

Sector Composition

1 Technology 11.78%
2 Healthcare 6.33%
3 Financials 5.98%
4 Consumer Discretionary 4.55%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$13.5K ﹤0.01%
58
-755
2477
$13.5K ﹤0.01%
415
-3,531
2478
$13.4K ﹤0.01%
15,000
2479
$13.4K ﹤0.01%
290
-1,884
2480
$13.3K ﹤0.01%
264
-556
2481
$13.2K ﹤0.01%
550
+331
2482
$13.2K ﹤0.01%
743
2483
$13.2K ﹤0.01%
448
-1,519
2484
$13.2K ﹤0.01%
390
-1,500
2485
$13.1K ﹤0.01%
223
2486
$13.1K ﹤0.01%
1,500
2487
$12.9K ﹤0.01%
1,251
2488
$12.9K ﹤0.01%
3,008
-1,192
2489
$12.9K ﹤0.01%
356
2490
$12.8K ﹤0.01%
1,100
-475
2491
$12.8K ﹤0.01%
222
-1,028
2492
$12.8K ﹤0.01%
371
-1,010
2493
$12.8K ﹤0.01%
275
2494
$12.7K ﹤0.01%
69
-222
2495
$12.7K ﹤0.01%
250
2496
$12.5K ﹤0.01%
74
-776
2497
$12.5K ﹤0.01%
1,000
-5,187
2498
$12.5K ﹤0.01%
494
-476
2499
$12.4K ﹤0.01%
250
2500
$12.3K ﹤0.01%
185
-6,743
98 99
100
101 102