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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
1926
$59.2K ﹤0.01%
34,424
1927
$59.2K ﹤0.01%
338
-105
1928
$59.1K ﹤0.01%
645
+405
1929
$59K ﹤0.01%
1,622
-864
1930
$58.9K ﹤0.01%
1,445
+26
1931
$58.9K ﹤0.01%
3,386
-6,854
1932
$58.8K ﹤0.01%
1,412
+16
1933
$58.6K ﹤0.01%
3,000
1934
$58.5K ﹤0.01%
26,000
+15,000
1935
$58.2K ﹤0.01%
1,369
-715
1936
$58.1K ﹤0.01%
1,156
-92
1937
$57.9K ﹤0.01%
1,652
-3,237
1938
$57.8K ﹤0.01%
2,608
1939
$57.8K ﹤0.01%
3,640
+1,194
1940
$57.8K ﹤0.01%
2,662
-1,278
1941
$57.4K ﹤0.01%
3,537
-165
1942
$57.3K ﹤0.01%
600
-212
1943
$56.8K ﹤0.01%
3,900
-1,090
1944
$56.8K ﹤0.01%
2,101
-7,540
1945
$56.7K ﹤0.01%
1,031
-1,649
1946
$56.7K ﹤0.01%
436
-2,327
1947
$56.6K ﹤0.01%
15,330
+397
1948
$56.3K ﹤0.01%
1,976
+8
1949
$56.2K ﹤0.01%
2,799
-2,974
1950
$55.9K ﹤0.01%
1,058
-807
76 77
78
79 80