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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
776
$1.01M 0.01%
37,892
+4,333
777
$1.01M 0.01%
21,914
-1,317
778
$1M 0.01%
44,959
+8,617
779
$1M 0.01%
157,147
-2,004
780
$1M 0.01%
16,368
-1,017
781
$1M 0.01%
19,286
-186
782
$995K 0.01%
8,121
+1,733
783
$994K 0.01%
89,501
+89,347
784
$993K 0.01%
5,256
-333
785
$992K 0.01%
25,917
+18,302
786
$989K 0.01%
19,621
-679
787
$971K 0.01%
7,729
+600
788
$968K 0.01%
164,312
-5,100
789
$968K 0.01%
40,754
-20,681
790
$964K 0.01%
30,889
-165
791
$959K 0.01%
45,096
+44,484
792
$959K 0.01%
35,663
+4,172
793
$957K 0.01%
33,535
+11,310
794
$953K 0.01%
+92,165
795
$951K 0.01%
10,417
-2,858
796
$950K 0.01%
6,506
-658
797
$949K 0.01%
12,813
+1,002
798
$947K 0.01%
47,524
-1,642
799
$944K 0.01%
14,251
+12,109
800
$943K 0.01%
18,735
-7,632
30 31
32
33 34