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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
2976
$2.5K ﹤0.01%
+117
2977
$2.5K ﹤0.01%
88
+57
2978
$2.5K ﹤0.01%
70
2979
$2.49K ﹤0.01%
150
2980
$2.48K ﹤0.01%
97
-1,329
2981
$2.47K ﹤0.01%
35
2982
$2.45K ﹤0.01%
500
2983
$2.44K ﹤0.01%
40
2984
$2.42K ﹤0.01%
33
-752
2985
$2.41K ﹤0.01%
678
-73
2986
$2.38K ﹤0.01%
95
2987
$2.38K ﹤0.01%
413
-3,148
2988
$2.37K ﹤0.01%
29
-341
2989
$2.36K ﹤0.01%
1,190
-5,212
2990
$2.34K ﹤0.01%
111
-50
2991
$2.33K ﹤0.01%
1,200
2992
$2.33K ﹤0.01%
422
-3,875
2993
$2.31K ﹤0.01%
300
-2,123
2994
$2.29K ﹤0.01%
30
-415
2995
$2.27K ﹤0.01%
+1,000
2996
$2.26K ﹤0.01%
300
-420
2997
$2.25K ﹤0.01%
101
-4,955
2998
$2.25K ﹤0.01%
+57
2999
$2.23K ﹤0.01%
25
-6
3000
$2.22K ﹤0.01%
73
118 119
120
121 122