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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
2801
$4.58K ﹤0.01%
225
-380
2802
$4.57K ﹤0.01%
172
-1,701
2803
$4.56K ﹤0.01%
843
-5,320
2804
$4.55K ﹤0.01%
3
2805
$4.55K ﹤0.01%
121
-1,001
2806
$4.53K ﹤0.01%
490
-1
2807
$4.51K ﹤0.01%
400
-135
2808
$4.49K ﹤0.01%
500
2809
$4.48K ﹤0.01%
195
-1
2810
$4.46K ﹤0.01%
16
-4
2811
$4.43K ﹤0.01%
183
2812
$4.38K ﹤0.01%
107
-13
2813
$4.37K ﹤0.01%
103
+100
2814
$4.37K ﹤0.01%
150
-390
2815
$4.36K ﹤0.01%
100
-7
2816
$4.36K ﹤0.01%
1,014
+6
2817
$4.36K ﹤0.01%
1,214
-43
2818
$4.34K ﹤0.01%
2,600
2819
$4.34K ﹤0.01%
146
-9
2820
$4.34K ﹤0.01%
20,500
2821
$4.33K ﹤0.01%
431
2822
$4.33K ﹤0.01%
188
2823
$4.33K ﹤0.01%
+250
2824
$4.29K ﹤0.01%
3,405
-200
2825
$4.28K ﹤0.01%
+30
111 112
113
114 115