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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
2901
$3.25K ﹤0.01%
250
2902
$3.25K ﹤0.01%
200
2903
$3.2K ﹤0.01%
320
-1,454
2904
– –
0
2905
$3.2K ﹤0.01%
335
+100
2906
$3.17K ﹤0.01%
72
+70
2907
$3.17K ﹤0.01%
19
-399
2908
$3.17K ﹤0.01%
117
2909
$3.16K ﹤0.01%
27
2910
$3.15K ﹤0.01%
431
-2,346
2911
$3.14K ﹤0.01%
120
2912
$3.13K ﹤0.01%
+200
2913
$3.09K ﹤0.01%
100
-106
2914
$3.09K ﹤0.01%
185
+5
2915
$3.08K ﹤0.01%
199
2916
$3.07K ﹤0.01%
209
-501
2917
$3.07K ﹤0.01%
114
2918
$3.07K ﹤0.01%
209
-1,380
2919
$3.06K ﹤0.01%
103
-400
2920
$3.06K ﹤0.01%
+133
2921
$3.06K ﹤0.01%
1,578
-25,625
2922
$3.04K ﹤0.01%
27
2923
$3.03K ﹤0.01%
333
2924
$3.02K ﹤0.01%
13
-473
2925
$3.01K ﹤0.01%
66
115 116
117
118 119