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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
3076
$1.6K ﹤0.01%
100
3077
$1.58K ﹤0.01%
8
-191
3078
$1.57K ﹤0.01%
150
-350
3079
$1.55K ﹤0.01%
47
3080
$1.55K ﹤0.01%
810
3081
$1.54K ﹤0.01%
582
-6,923
3082
$1.53K ﹤0.01%
16
-1,367
3083
$1.53K ﹤0.01%
7
3084
$1.52K ﹤0.01%
11
-286
3085
$1.52K ﹤0.01%
4
3086
$1.5K ﹤0.01%
43
-143
3087
$1.5K ﹤0.01%
136
-1
3088
$1.49K ﹤0.01%
20
-356
3089
$1.48K ﹤0.01%
390
-380
3090
$1.48K ﹤0.01%
28
-111
3091
$1.46K ﹤0.01%
280
-175
3092
$1.43K ﹤0.01%
500
3093
$1.43K ﹤0.01%
70
-2,555
3094
$1.43K ﹤0.01%
25
3095
$1.42K ﹤0.01%
125
3096
$1.42K ﹤0.01%
11
-34
3097
$1.4K ﹤0.01%
213
+130
3098
$1.4K ﹤0.01%
+2,094
3099
$1.4K ﹤0.01%
14
-16
3100
$1.38K ﹤0.01%
26
-208
122 123
124
125 126