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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
3026
$1.97K ﹤0.01%
283
+150
3027
$1.97K ﹤0.01%
127
-138
3028
$1.97K ﹤0.01%
42
3029
$1.97K ﹤0.01%
30
-53
3030
$1.96K ﹤0.01%
64
3031
$1.94K ﹤0.01%
60
-352
3032
$1.93K ﹤0.01%
+200
3033
$1.93K ﹤0.01%
289
3034
$1.91K ﹤0.01%
300
3035
$1.9K ﹤0.01%
186
3036
$1.9K ﹤0.01%
33
-2,932
3037
$1.89K ﹤0.01%
100
-2,184
3038
$1.89K ﹤0.01%
116
+1
3039
$1.88K ﹤0.01%
46
+17
3040
$1.87K ﹤0.01%
+22
3041
$1.87K ﹤0.01%
3,335
3042
$1.87K ﹤0.01%
40
-238
3043
$1.86K ﹤0.01%
54
3044
$1.86K ﹤0.01%
88
-2,066
3045
$1.85K ﹤0.01%
3
-15
3046
$1.84K ﹤0.01%
100
3047
$1.84K ﹤0.01%
90
-5,447
3048
$1.84K ﹤0.01%
53
3049
$1.84K ﹤0.01%
300
3050
$1.82K ﹤0.01%
+100
120 121
122
123 124