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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
2951
$2.75K ﹤0.01%
2,033
-3,791
2952
$2.75K ﹤0.01%
78
2953
$2.74K ﹤0.01%
600
-33
2954
$2.72K ﹤0.01%
300
-100
2955
$2.71K ﹤0.01%
2,242
-3,796
2956
$2.71K ﹤0.01%
90
2957
$2.7K ﹤0.01%
880
-501
2958
$2.7K ﹤0.01%
283
-4,597
2959
$2.7K ﹤0.01%
20
-1,153
2960
$2.7K ﹤0.01%
79
-1,840
2961
$2.69K ﹤0.01%
80
-188
2962
$2.66K ﹤0.01%
46
-57
2963
$2.66K ﹤0.01%
96
-2,000
2964
$2.65K ﹤0.01%
288
-3,878
2965
$2.63K ﹤0.01%
215
2966
$2.62K ﹤0.01%
72
-18
2967
$2.6K ﹤0.01%
118
2968
$2.59K ﹤0.01%
28
-1,329
2969
$2.58K ﹤0.01%
55
-329
2970
$2.58K ﹤0.01%
31
-824
2971
$2.55K ﹤0.01%
1,544
2972
$2.55K ﹤0.01%
700
2973
$2.55K ﹤0.01%
245
+8
2974
$2.54K ﹤0.01%
204
-10,590
2975
$2.52K ﹤0.01%
127
117 118
119
120 121