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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
726
$1.18M 0.01%
58,475
+57,139
727
$1.17M 0.01%
18,521
+8,772
728
$1.16M 0.01%
15,360
+664
729
$1.16M 0.01%
19,924
-20,570
730
$1.16M 0.01%
24,139
-3,922
731
$1.16M 0.01%
23,325
-24,160
732
$1.16M 0.01%
224,410
+4,450
733
$1.15M 0.01%
38,569
-6,085
734
$1.14M 0.01%
10,948
-4,421
735
$1.14M 0.01%
11,783
+6,755
736
$1.14M 0.01%
10,158
-1,370
737
$1.13M 0.01%
8,396
+5,714
738
$1.13M 0.01%
7,967
+4,189
739
$1.12M 0.01%
12,407
-560
740
$1.12M 0.01%
26,550
+26,429
741
$1.12M 0.01%
8,353
+316
742
$1.12M 0.01%
23,721
+8,220
743
$1.12M 0.01%
14,950
-3,743
744
$1.11M 0.01%
8,639
+8,096
745
$1.11M 0.01%
11,507
+3,840
746
$1.11M 0.01%
31,796
+3,833
747
$1.11M 0.01%
3,405
+34
748
$1.11M 0.01%
21,848
-38,175
749
$1.1M 0.01%
151,174
-9,725
750
$1.1M 0.01%
84,801
+850
28 29
30
31 32