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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
2751
$5.24K ﹤0.01%
69
-862
2752
$5.21K ﹤0.01%
217
-1,621
2753
$5.21K ﹤0.01%
1,060
2754
$5.2K ﹤0.01%
132
2755
$5.18K ﹤0.01%
180
2756
$5.15K ﹤0.01%
235
-67
2757
$5.13K ﹤0.01%
76
-313
2758
$5.11K ﹤0.01%
295
-1,874
2759
$5.11K ﹤0.01%
300
2760
$5.11K ﹤0.01%
170
-5,014
2761
$5.08K ﹤0.01%
+4,200
2762
$5.06K ﹤0.01%
202
2763
$5.04K ﹤0.01%
311
+281
2764
$5.04K ﹤0.01%
395
2765
$5.01K ﹤0.01%
50
-14
2766
$5.01K ﹤0.01%
110
2767
$5K ﹤0.01%
300
-22,477
2768
$4.99K ﹤0.01%
130
-2,182
2769
$4.98K ﹤0.01%
100
2770
$4.96K ﹤0.01%
71
-432
2771
$4.95K ﹤0.01%
+143
2772
$4.95K ﹤0.01%
565
-183
2773
$4.91K ﹤0.01%
54
2774
$4.88K ﹤0.01%
409
2775
$4.88K ﹤0.01%
1,222
109 110
111
112 113