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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
2151
$34.1K ﹤0.01%
1,651
+1,244
2152
$33.9K ﹤0.01%
3,266
2153
$33.8K ﹤0.01%
380
+342
2154
$33.8K ﹤0.01%
166
-39
2155
$33.6K ﹤0.01%
308
-462
2156
$33.6K ﹤0.01%
702
+87
2157
$33.5K ﹤0.01%
1,489
-3
2158
$33.5K ﹤0.01%
1,057
+3
2159
$33.4K ﹤0.01%
713
-1,696
2160
$33.1K ﹤0.01%
435
-9,976
2161
$33.1K ﹤0.01%
802
2162
$33K ﹤0.01%
11,876
+10,876
2163
$33K ﹤0.01%
156
-211
2164
$32.8K ﹤0.01%
1,000
2165
$32.8K ﹤0.01%
1,070
-327
2166
$32.6K ﹤0.01%
+37,000
2167
$32.4K ﹤0.01%
1,200
-11,008
2168
$32.3K ﹤0.01%
128
-207
2169
$32.3K ﹤0.01%
10,349
-2,348
2170
$32.2K ﹤0.01%
1,500
2171
$32.2K ﹤0.01%
1,425
-75
2172
$32.2K ﹤0.01%
1,600
2173
$32.1K ﹤0.01%
744
2174
$32.1K ﹤0.01%
534
-2,728
2175
$31.9K ﹤0.01%
801
+46
85 86
87
88 89