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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
1651
$136K ﹤0.01%
2,646
1652
$136K ﹤0.01%
35,801
+7,721
1653
$135K ﹤0.01%
5,032
-3,847
1654
$135K ﹤0.01%
4,125
-454
1655
$135K ﹤0.01%
5,393
+187
1656
$134K ﹤0.01%
4,002
-873
1657
$133K ﹤0.01%
3,365
+482
1658
$131K ﹤0.01%
13,633
+200
1659
$131K ﹤0.01%
3,319
+518
1660
$131K ﹤0.01%
537
-1,021
1661
$130K ﹤0.01%
19,200
-2,100
1662
$130K ﹤0.01%
2,089
-3,772
1663
$130K ﹤0.01%
2,143
+69
1664
$130K ﹤0.01%
4,688
+146
1665
$130K ﹤0.01%
1,542
-101
1666
$129K ﹤0.01%
2,471
-804
1667
$129K ﹤0.01%
2,301
-150
1668
$129K ﹤0.01%
11,735
-7,715
1669
$129K ﹤0.01%
13,499
+1,105
1670
$129K ﹤0.01%
26,189
-1,152
1671
$128K ﹤0.01%
40,277
1672
$128K ﹤0.01%
13,677
+6,279
1673
$128K ﹤0.01%
1,554
+1,023
1674
$128K ﹤0.01%
12,400
-600
1675
$127K ﹤0.01%
1,950
-1,174
65 66
67
68 69