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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
2051
$43.5K ﹤0.01%
866
2052
$43.4K ﹤0.01%
44,524
2053
$43.2K ﹤0.01%
1,024
+243
2054
$43.2K ﹤0.01%
7,738
-372
2055
$43.2K ﹤0.01%
785
-7,466
2056
$43.1K ﹤0.01%
2,100
-10,211
2057
$43K ﹤0.01%
2,930
-4,473
2058
$42.9K ﹤0.01%
800
-566
2059
$42.8K ﹤0.01%
907
2060
$42.8K ﹤0.01%
398
-37
2061
$42.7K ﹤0.01%
1,012
-168
2062
$42.7K ﹤0.01%
1,823
-4,089
2063
$42.6K ﹤0.01%
446
-814
2064
$42.5K ﹤0.01%
1,315
-8
2065
$42.4K ﹤0.01%
330
-672
2066
$42.4K ﹤0.01%
1,429
-10,516
2067
$42.4K ﹤0.01%
11,000
+10,000
2068
$42.1K ﹤0.01%
1,270
-17
2069
$41.7K ﹤0.01%
1,028
2070
$41.7K ﹤0.01%
1,330
-770
2071
$41.6K ﹤0.01%
10,503
-1,428
2072
$41.5K ﹤0.01%
1,302
-80
2073
$41.5K ﹤0.01%
+3,088
2074
$41.4K ﹤0.01%
2,368
+193
2075
$41.4K ﹤0.01%
709
-1,767
81 82
83
84 85