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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
2826
$4.26K ﹤0.01%
84
2827
$4.26K ﹤0.01%
48
-1,526
2828
$4.25K ﹤0.01%
82
-3,007
2829
$4.24K ﹤0.01%
135
-1,337
2830
$4.24K ﹤0.01%
36
2831
$4.23K ﹤0.01%
2,800
+1,400
2832
$4.22K ﹤0.01%
45
2833
$4.2K ﹤0.01%
1
-1
2834
$4.2K ﹤0.01%
100
2835
$4.19K ﹤0.01%
130
2836
$4.16K ﹤0.01%
20
-49
2837
$4.15K ﹤0.01%
254
-860
2838
$4.13K ﹤0.01%
119
-2,011
2839
$4.1K ﹤0.01%
159
2840
$4.1K ﹤0.01%
148
-1,196
2841
$4.08K ﹤0.01%
100
-4
2842
$4.08K ﹤0.01%
231
-3,106
2843
$4.07K ﹤0.01%
67
+1
2844
$4.07K ﹤0.01%
367
2845
$4.06K ﹤0.01%
92
-46
2846
$4.04K ﹤0.01%
25
-153
2847
$4.01K ﹤0.01%
63
-799
2848
$3.96K ﹤0.01%
101
-35
2849
$3.94K ﹤0.01%
118
2850
$3.93K ﹤0.01%
17
-170
112 113
114
115 116