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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
2676
$6.85K ﹤0.01%
150
2677
$6.78K ﹤0.01%
163
2678
$6.71K ﹤0.01%
190
2679
$6.66K ﹤0.01%
150
-228
2680
$6.65K ﹤0.01%
193
-4,276
2681
$6.65K ﹤0.01%
207
2682
$6.59K ﹤0.01%
90
2683
$6.57K ﹤0.01%
1,869
2684
$6.56K ﹤0.01%
+365
2685
$6.54K ﹤0.01%
225
-1,821
2686
$6.54K ﹤0.01%
891
-5,753
2687
$6.54K ﹤0.01%
1,500
-7,100
2688
$6.51K ﹤0.01%
110
-1,276
2689
$6.51K ﹤0.01%
143
2690
$6.49K ﹤0.01%
585
-116
2691
$6.47K ﹤0.01%
46
-97
2692
$6.41K ﹤0.01%
288
-110
2693
$6.36K ﹤0.01%
200
+17
2694
$6.34K ﹤0.01%
518
-3,127
2695
$6.33K ﹤0.01%
192
-1,202
2696
$6.32K ﹤0.01%
9
-18
2697
$6.28K ﹤0.01%
67
-3,562
2698
$6.28K ﹤0.01%
25
2699
$6.28K ﹤0.01%
212
+1
2700
$6.27K ﹤0.01%
1,000
106 107
108
109 110