NA

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
3326
$127 ﹤0.01%
150
3327
$123 ﹤0.01%
5
-107
3328
$120 ﹤0.01%
10
3329
$120 ﹤0.01%
110
-15
3330
$114 ﹤0.01%
2
-1
3331
$110 ﹤0.01%
5
3332
$103 ﹤0.01%
10
-22
3333
$100 ﹤0.01%
100
3334
$98 ﹤0.01%
2
-778
3335
$91 ﹤0.01%
1
3336
$90 ﹤0.01%
11
3337
$89 ﹤0.01%
3
3338
$88 ﹤0.01%
6
3339
$86 ﹤0.01%
12
-4
3340
$81 ﹤0.01%
116
3341
$65 ﹤0.01%
35
3342
$65 ﹤0.01%
2
-6
3343
$64 ﹤0.01%
50
3344
$64 ﹤0.01%
15
3345
$63 ﹤0.01%
25
-125
3346
$62 ﹤0.01%
4
3347
$62 ﹤0.01%
2
3348
$62 ﹤0.01%
10
3349
$61 ﹤0.01%
7
3350
$58 ﹤0.01%
8
132 133
134
135 136