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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
2726
$5.76K ﹤0.01%
68
2727
$5.75K ﹤0.01%
+143
2728
$5.71K ﹤0.01%
155
-3,184
2729
$5.71K ﹤0.01%
241
2730
$5.68K ﹤0.01%
831
-91
2731
$5.64K ﹤0.01%
1,524
2732
$5.61K ﹤0.01%
+265
2733
$5.6K ﹤0.01%
200
-1,849
2734
$5.57K ﹤0.01%
148
+11
2735
$5.57K ﹤0.01%
145
-3
2736
$5.54K ﹤0.01%
900
2737
$5.53K ﹤0.01%
270
2738
$5.53K ﹤0.01%
1,310
-13,850
2739
$5.53K ﹤0.01%
712
+700
2740
$5.52K ﹤0.01%
95
-500
2741
$5.51K ﹤0.01%
30
-482
2742
$5.48K ﹤0.01%
527
2743
$5.46K ﹤0.01%
175
2744
$5.45K ﹤0.01%
78
+1
2745
$5.43K ﹤0.01%
159
2746
$5.42K ﹤0.01%
300
+75
2747
$5.38K ﹤0.01%
293
2748
$5.33K ﹤0.01%
35
-173
2749
$5.29K ﹤0.01%
130
2750
$5.28K ﹤0.01%
190
108 109
110
111 112