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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
3101
$1.37K ﹤0.01%
300
-6
3102
$1.37K ﹤0.01%
240
3103
$1.36K ﹤0.01%
+15
3104
$1.36K ﹤0.01%
33
-4,161
3105
$1.35K ﹤0.01%
76
3106
$1.34K ﹤0.01%
28
3107
$1.33K ﹤0.01%
127
3108
$1.33K ﹤0.01%
50
3109
$1.32K ﹤0.01%
100
3110
$1.32K ﹤0.01%
2,000
3111
$1.31K ﹤0.01%
44
-67
3112
$1.3K ﹤0.01%
+75
3113
$1.29K ﹤0.01%
192
-702
3114
$1.29K ﹤0.01%
185
3115
$1.29K ﹤0.01%
26
-64
3116
$1.28K ﹤0.01%
500
3117
$1.28K ﹤0.01%
300
-20
3118
$1.28K ﹤0.01%
19
-172
3119
$1.27K ﹤0.01%
521
+276
3120
$1.26K ﹤0.01%
92
3121
$1.26K ﹤0.01%
305
3122
$1.24K ﹤0.01%
101
-500
3123
$1.23K ﹤0.01%
23
-24
3124
$1.22K ﹤0.01%
316
-4,339
3125
$1.2K ﹤0.01%
+1,000
123 124
125
126 127