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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
401
$3.14M 0.04%
146,143
+125,638
402
$3.13M 0.04%
24,727
+24,568
403
$3.11M 0.04%
28,946
+11,391
404
$3.11M 0.04%
26,784
+146
405
$3.1M 0.04%
33,451
-32,347
406
$3.09M 0.04%
22,213
-42,065
407
$3.08M 0.04%
58,851
+8,508
408
$3.05M 0.04%
83,089
+70,110
409
$3.05M 0.04%
27,317
+246
410
$3.05M 0.04%
166,273
-1,702
411
$3.02M 0.04%
85,394
+13,572
412
$3.02M 0.04%
80,858
+7,049
413
$3.01M 0.04%
71,293
-20,151
414
$3.01M 0.04%
60,151
-4,112
415
$3M 0.04%
11,834
+2,736
416
$2.99M 0.04%
71,322
-3,247
417
$2.98M 0.04%
39,736
-2,745
418
$2.98M 0.04%
158,261
+144,928
419
$2.98M 0.04%
29,804
+602
420
$2.97M 0.04%
56,998
-10,028
421
$2.97M 0.04%
20,075
+449
422
$2.96M 0.04%
93,455
-6,244
423
$2.93M 0.04%
43,893
-50,613
424
$2.93M 0.04%
119,477
+4,870
425
$2.92M 0.04%
117,305
+6,849
15 16
17
18 19