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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
1301
$352K ﹤0.01%
34,892
-10,259
1302
$351K ﹤0.01%
4,485
-3,322
1303
$350K ﹤0.01%
6,746
-4,539
1304
$350K ﹤0.01%
6,181
-1,308
1305
$349K ﹤0.01%
3,767
+148
1306
$349K ﹤0.01%
16,090
+900
1307
$348K ﹤0.01%
31,400
+900
1308
$348K ﹤0.01%
67,800
-2,000
1309
$347K ﹤0.01%
1,476
+74
1310
$346K ﹤0.01%
30,902
+7,406
1311
$345K ﹤0.01%
4,401
-5,292
1312
$342K ﹤0.01%
9,938
+235
1313
$340K ﹤0.01%
+16,360
1314
$340K ﹤0.01%
10,781
1315
$340K ﹤0.01%
21,067
-989
1316
$339K ﹤0.01%
8,588
-3,458
1317
$338K ﹤0.01%
10,611
+7,818
1318
$338K ﹤0.01%
24,800
+2,975
1319
$337K ﹤0.01%
18,075
+11,367
1320
$336K ﹤0.01%
13,187
-5,401
1321
$335K ﹤0.01%
2,364
-170
1322
$335K ﹤0.01%
32,310
1323
$334K ﹤0.01%
6,157
+5,932
1324
$333K ﹤0.01%
6,603
-267
1325
$332K ﹤0.01%
8,068
+110
51 52
53
54 55