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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
1051
$572K 0.01%
6,357
+2,420
1052
$569K 0.01%
25,625
-688
1053
$568K 0.01%
43,694
-10,702
1054
$566K 0.01%
17,144
+56
1055
$566K 0.01%
35,016
+7,162
1056
$566K 0.01%
25,353
+6,701
1057
$562K 0.01%
24,052
+4,784
1058
$562K 0.01%
8,602
-197
1059
$562K 0.01%
8,536
+1,032
1060
$562K 0.01%
577
+192
1061
$560K 0.01%
28,617
+1,247
1062
$558K 0.01%
17,157
+364
1063
$556K 0.01%
38,685
-1,944
1064
$556K 0.01%
14,968
1065
$553K 0.01%
206,500
-13,600
1066
$551K 0.01%
118,200
-2,200
1067
$549K 0.01%
430
-58
1068
$548K 0.01%
49,644
-5,312
1069
$548K 0.01%
11,115
-2,003
1070
$548K 0.01%
5,519
-1,287
1071
$546K 0.01%
7,347
-8,059
1072
$544K 0.01%
31,327
+125
1073
$543K 0.01%
5,864
-45,044
1074
$543K 0.01%
7,628
-4,178
1075
$542K 0.01%
12,527
-977
41 42
43
44 45