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
3901
– –
-128
3902
– –
-241
3903
– –
-150
3904
– –
-12,600
3905
– –
-171
3906
– –
-1,218
3907
– –
-566
3908
– –
-19,297
3909
– –
-3,700
3910
– –
-600
3911
– –
-29
3912
– –
-45
3913
– –
-217
3914
– –
-3,775
3915
– –
-3,118
3916
– –
-14
3917
– –
-240
3918
– –
-54,647
3919
– –
-91
3920
– –
-1,326
3921
– –
-268
3922
– –
-4,015
3923
– –
-3,418
3924
– –
-30,261
3925
– –
-101
155 156
157
158 159