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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
1451
$247K ﹤0.01%
1,684
+694
1452
$246K ﹤0.01%
6,652
-200
1453
$246K ﹤0.01%
5,180
+28
1454
$246K ﹤0.01%
16,404
-1,193
1455
$245K ﹤0.01%
2,018
-2,891
1456
$245K ﹤0.01%
10,605
-654
1457
$245K ﹤0.01%
9,590
-3,210
1458
$244K ﹤0.01%
4,196
-972
1459
$243K ﹤0.01%
3,800
-2,031
1460
$242K ﹤0.01%
3,976
-2,874
1461
$242K ﹤0.01%
16,395
-460
1462
$240K ﹤0.01%
41,302
-5,374
1463
$239K ﹤0.01%
12,244
-6,229
1464
$239K ﹤0.01%
6,872
+233
1465
$238K ﹤0.01%
3,524
-1,434
1466
$238K ﹤0.01%
1,833
-807
1467
$238K ﹤0.01%
20,873
+35
1468
$238K ﹤0.01%
14,400
+4,400
1469
$238K ﹤0.01%
23,577
+19,327
1470
$237K ﹤0.01%
7,016
-779
1471
$235K ﹤0.01%
2,869
+64
1472
$234K ﹤0.01%
7,999
-224
1473
$234K ﹤0.01%
4,141
+3,839
1474
$234K ﹤0.01%
12,124
+7,607
1475
$234K ﹤0.01%
+7,500
57 58
59
60 61