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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
2876
$3.59K ﹤0.01%
62
-67
2877
$3.58K ﹤0.01%
8
-57
2878
$3.58K ﹤0.01%
425
-40,500
2879
$3.54K ﹤0.01%
57
-1,998
2880
$3.51K ﹤0.01%
500
+100
2881
$3.51K ﹤0.01%
831
-1,400
2882
$3.5K ﹤0.01%
55
2883
$3.5K ﹤0.01%
200
2884
$3.48K ﹤0.01%
50
2885
$3.46K ﹤0.01%
2,357
-781
2886
$3.45K ﹤0.01%
125
2887
$3.4K ﹤0.01%
100
2888
$3.38K ﹤0.01%
2,100
-1,000
2889
$3.35K ﹤0.01%
77
-365
2890
$3.33K ﹤0.01%
34
-1,252
2891
$3.33K ﹤0.01%
241
-1,539
2892
$3.32K ﹤0.01%
95
2893
$3.31K ﹤0.01%
219
2894
$3.31K ﹤0.01%
43
2895
$3.29K ﹤0.01%
158
-3,594
2896
$3.29K ﹤0.01%
2,629
+407
2897
$3.29K ﹤0.01%
99
-5
2898
$3.27K ﹤0.01%
188
-10
2899
$3.27K ﹤0.01%
104
-1,617
2900
$3.26K ﹤0.01%
155
-22
114 115
116
117 118