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
3951
– –
-5,657
3952
– –
-20
3953
– –
-482
3954
– –
-8
3955
– –
-4,023
3956
– –
-600
3957
– –
-2,400
3958
– –
-1
3959
– –
-26
3960
– –
-610
3961
– –
-299
3962
– –
-3
3963
– –
0
3964
– –
-332
3965
– –
-128
3966
– –
-8,353
3967
– –
-53
3968
– –
-80
3969
– –
-4
3970
– –
-44
3971
– –
-1,375
3972
– –
-13,408
3973
– –
-200
3974
– –
-119
3975
– –
-18
157 158
159
160 161