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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
4001
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-750
4002
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-13
4003
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-77
4004
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-251
4005
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-69
4006
– –
-8
4007
– –
-18
4008
– –
-2,626
4009
– –
-3,000
4010
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-2,221
4011
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-618
4012
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-2
4013
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-161
4014
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-106
4015
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-250
4016
– –
-1,000
4017
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-350
4018
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-1,891
4019
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-1
4020
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-1
4021
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-98
4022
– –
-25
4023
– –
-1,000
4024
– –
-12
4025
– –
-3,020
159 160
161
162 163