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
3426
– –
-54
3427
– –
-60
3428
– –
-4
3429
– –
-36
3430
– –
-871
3431
– –
-3,783
3432
– –
-2,519
3433
– –
-1,239
3434
– –
-72
3435
– –
-18
3436
– –
-65
3437
– –
-2,000
3438
– –
-54
3439
– –
-93
3440
– –
0
3441
– –
-1,607
3442
– –
-518
3443
– –
-1,548
3444
– –
-515
3445
– –
-618
3446
– –
-591
3447
– –
-832
3448
– –
-7
3449
– –
-6
3450
– –
-890
136 137
138
139 140