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
4101
– –
-531
4102
– –
-1,649
4103
– –
-350
4104
– –
-18
4105
– –
-5,364
4106
– –
-30
4107
– –
-558
4108
– –
-10
4109
– –
-3
4110
– –
-7,230
4111
– –
-38
4112
– –
-1,915
4113
– –
-3,813
4114
– –
-1,369
4115
– –
-211
4116
– –
-143
4117
– –
-474
4118
– –
-170
4119
– –
-200
4120
– –
-2,963
4121
– –
-270
4122
– –
-11
4123
– –
-132
4124
– –
-3
4125
– –
-294
163 164
165
166 167