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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
351
$3.81M 0.05%
24,599
-238
352
$3.8M 0.05%
170,641
-80,830
353
$3.79M 0.05%
75,161
-2,807
354
$3.78M 0.05%
168,066
+31,496
355
$3.77M 0.05%
23,336
+6,398
356
$3.77M 0.05%
20,491
+11,816
357
$3.77M 0.05%
33,469
+2,512
358
$3.75M 0.05%
29,364
+24,093
359
$3.72M 0.05%
25,691
-2,246
360
$3.71M 0.05%
28,212
+25,340
361
$3.71M 0.05%
33,132
-5,029
362
$3.69M 0.05%
147,843
+143,932
363
$3.68M 0.05%
33,634
-212,836
364
$3.67M 0.05%
65,631
+4,239
365
$3.66M 0.05%
65,745
-12,697
366
$3.64M 0.05%
64,374
-1,074
367
$3.64M 0.05%
164,514
+19,413
368
$3.64M 0.05%
66,902
-3,116
369
$3.63M 0.05%
154,635
+73,936
370
$3.63M 0.05%
+104,598
371
$3.62M 0.05%
82,430
+35,928
372
$3.6M 0.05%
86,881
-59,022
373
$3.58M 0.04%
52,756
+3,217
374
$3.54M 0.04%
181,143
-82,325
375
$3.53M 0.04%
198,812
+79,246
13 14
15
16 17