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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
2851
$3.88K ﹤0.01%
136
-1
2852
$3.88K ﹤0.01%
560
2853
$3.88K ﹤0.01%
22
-197
2854
$3.86K ﹤0.01%
67
-90
2855
$3.84K ﹤0.01%
141
-861
2856
$3.82K ﹤0.01%
49
2857
$3.81K ﹤0.01%
108
2858
$3.8K ﹤0.01%
125
-1,726
2859
$3.79K ﹤0.01%
300
2860
$3.77K ﹤0.01%
15
-52
2861
$3.76K ﹤0.01%
200
-209
2862
$3.75K ﹤0.01%
125
2863
$3.74K ﹤0.01%
504
-3,377
2864
$3.73K ﹤0.01%
57
-86
2865
$3.72K ﹤0.01%
41
-46
2866
$3.72K ﹤0.01%
30
-20
2867
$3.71K ﹤0.01%
352
+3
2868
$3.7K ﹤0.01%
325
-340
2869
$3.67K ﹤0.01%
25
-22
2870
$3.66K ﹤0.01%
99
-3,807
2871
$3.66K ﹤0.01%
668
2872
$3.64K ﹤0.01%
123
2873
$3.59K ﹤0.01%
182
-103
2874
$3.59K ﹤0.01%
698
-3,118
2875
$3.59K ﹤0.01%
148
113 114
115
116 117