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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
$1.09M
AUM Growth
-$874M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.79M
3
+$8.8M
4
BA icon
Boeing
BA
+$8.11M
5
INTC icon
Intel
INTC
+$8.09M

Top Sells

1
+$7.92M
2
+$7.38M
3
+$7.38M
4
CB icon
Chubb
CB
+$6.68M
5
LEG icon
Leggett & Platt
LEG
+$6.44M

Sector Composition

1 Technology 10.08%
2 Financials 7.88%
3 Industrials 7.1%
4 Materials 6.38%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$281 0.03%
+8,275
427
$280 0.03%
8,724
-692
428
$280 0.03%
+1,568
429
$279 0.03%
3,486
-238
430
$278 0.03%
+3,502
431
$276 0.03%
10,769
+13
432
$275 0.03%
1,716
433
$274 0.03%
2,035
-172
434
$271 0.02%
55,380
+3,640
435
$271 0.02%
2,448
+242
436
$271 0.02%
41,250
437
$269 0.02%
6,178
+1,506
438
$269 0.02%
8,886
-550
439
$266 0.02%
3,608
-26
440
$265 0.02%
5,436
+204
441
$263 0.02%
107,020
-8,450
442
$263 0.02%
12,501
+1,334
443
$262 0.02%
20,280
+1,236
444
$262 0.02%
4,078
-6,908
445
$261 0.02%
1,483
+91
446
$260 0.02%
2,494
+153
447
$260 0.02%
2,492
-174
448
$257 0.02%
237
+12
449
$257 0.02%
1,157
-80
450
$256 0.02%
2,749
-116
16 17
18
19 20