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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
676
$1.33M 0.02%
12,214
+4,220
677
$1.33M 0.02%
1,011
-30
678
$1.33M 0.02%
74,689
-1,124
679
$1.33M 0.02%
75,430
+12,402
680
$1.33M 0.02%
61,684
-2,839
681
$1.32M 0.02%
57,528
-2,680
682
$1.32M 0.02%
25,589
+34
683
$1.31M 0.02%
9,635
-110
684
$1.31M 0.02%
2,731
+191
685
$1.31M 0.02%
22,853
-1,351
686
$1.31M 0.02%
116,766
+413
687
$1.31M 0.02%
38,310
+37,575
688
$1.3M 0.02%
16,591
-6,702
689
$1.29M 0.02%
25,320
+6,041
690
$1.29M 0.02%
14,725
+795
691
$1.28M 0.02%
17,436
-7,863
692
$1.28M 0.02%
13,837
-1,649
693
$1.27M 0.02%
8,870
+576
694
$1.26M 0.02%
109,345
-3,371
695
$1.26M 0.02%
3,398
-545
696
$1.26M 0.02%
31,061
+1,919
697
$1.25M 0.02%
38,186
-1,597
698
$1.25M 0.02%
44,848
+37,937
699
$1.25M 0.02%
42,268
+8,126
700
$1.25M 0.02%
7,677
-5,647
26 27
28
29 30