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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
826
$895K 0.01%
2,925
-605
827
$893K 0.01%
10,011
+344
828
$888K 0.01%
14,917
+14,883
829
$887K 0.01%
14,559
-1,172
830
$887K 0.01%
43,547
-2,741
831
$885K 0.01%
48,420
-756
832
$884K 0.01%
45,056
-608
833
$884K 0.01%
5,473
-11,472
834
$882K 0.01%
11,648
-3,708
835
$880K 0.01%
29,286
+20,944
836
$880K 0.01%
32,520
837
$877K 0.01%
+28,400
838
$875K 0.01%
25,559
-18,201
839
$875K 0.01%
264,200
-13,800
840
$874K 0.01%
95,583
+27,000
841
$873K 0.01%
34,819
842
$871K 0.01%
60,121
-404
843
$870K 0.01%
107,600
-1,900
844
$870K 0.01%
46,268
-1,725
845
$869K 0.01%
32,869
-45,813
846
$864K 0.01%
81,287
-1,294
847
$864K 0.01%
6,996
+670
848
$862K 0.01%
14,217
+13,002
849
$861K 0.01%
16,793
-1,798
850
$859K 0.01%
19,435
-29,947
32 33
34
35 36