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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
376
$3.53M 0.04%
40,988
-61,859
377
$3.53M 0.04%
125,184
-39,760
378
$3.49M 0.04%
279,785
+962
379
$3.49M 0.04%
36,954
-305
380
$3.49M 0.04%
24,366
+6,485
381
$3.48M 0.04%
45,867
-13,548
382
$3.48M 0.04%
+103,632
383
$3.44M 0.04%
45,503
+15,380
384
$3.43M 0.04%
197,121
-11,028
385
$3.36M 0.04%
21,624
+6,480
386
$3.3M 0.04%
32,725
-4,504
387
$3.3M 0.04%
102,668
-11,915
388
$3.3M 0.04%
61,032
-5,622
389
$3.29M 0.04%
67,376
+16,342
390
$3.29M 0.04%
35,374
-8,696
391
$3.28M 0.04%
52,156
-24,911
392
$3.28M 0.04%
34,322
+10,359
393
$3.26M 0.04%
137,474
+31,566
394
$3.26M 0.04%
19,320
+1,361
395
$3.23M 0.04%
64,342
-67,216
396
$3.23M 0.04%
29,516
-12,559
397
$3.18M 0.04%
41,255
+6,213
398
$3.18M 0.04%
10,866
+1,327
399
$3.16M 0.04%
+130,677
400
$3.15M 0.04%
165,208
+158,954
14 15
16
17 18