We are live on ! Find out more
NA

NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
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
3401
$2 ﹤0.01%
1
3402
– –
0
3403
$2 ﹤0.01%
1
3404
– –
0
3405
$1 ﹤0.01%
4
-1,000
3406
$1 ﹤0.01%
1
-2,000
3407
– –
0
3408
– –
0
3409
– –
-50
3410
– –
-52
3411
– –
-62
3412
– –
-3,977
3413
– –
-7,420
3414
– –
-34
3415
– –
-2,648
3416
– –
-7,873
3417
– –
-228
3418
– –
-12
3419
– –
-222
3420
– –
-58
3421
– –
-157
3422
– –
-7,697
3423
– –
-612
3424
– –
-86
3425
– –
-16,016
135 136
137
138 139