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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
3251
$413 ﹤0.01%
139
-13,200
3252
$401 ﹤0.01%
+12,920
3253
$400 ﹤0.01%
40
-2,000
3254
$399 ﹤0.01%
100
3255
$396 ﹤0.01%
37
3256
$395 ﹤0.01%
17
3257
$391 ﹤0.01%
51
-21
3258
$388 ﹤0.01%
9
3259
$385 ﹤0.01%
9
-65
3260
$384 ﹤0.01%
24
-723
3261
$384 ﹤0.01%
12
-102
3262
$377 ﹤0.01%
49
-129
3263
$365 ﹤0.01%
+44
3264
$364 ﹤0.01%
50
-150
3265
$359 ﹤0.01%
12
3266
$357 ﹤0.01%
60
3267
$356 ﹤0.01%
40
3268
$348 ﹤0.01%
11
-112
3269
$340 ﹤0.01%
200
3270
$337 ﹤0.01%
117
3271
$333 ﹤0.01%
6
-17
3272
$332 ﹤0.01%
505
3273
$330 ﹤0.01%
169
3274
$328 ﹤0.01%
6
3275
$322 ﹤0.01%
360
129 130
131
132 133