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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
2176
$31.7K ﹤0.01%
123
-2,114
2177
$31.6K ﹤0.01%
1,461
-7,319
2178
$31.6K ﹤0.01%
595
+198
2179
$31.6K ﹤0.01%
723
-173
2180
$31.6K ﹤0.01%
1,451
-1,425
2181
$31.6K ﹤0.01%
510
2182
$31.5K ﹤0.01%
322
-610
2183
$31.3K ﹤0.01%
1,450
-432
2184
$31.1K ﹤0.01%
37,511
+17,500
2185
$31.1K ﹤0.01%
579
-313
2186
$31K ﹤0.01%
11,370
+3,754
2187
$30.9K ﹤0.01%
11,788
+788
2188
$30.9K ﹤0.01%
1,618
-11,259
2189
$30.8K ﹤0.01%
1,455
-293
2190
$30.8K ﹤0.01%
1,797
-12,175
2191
$30.7K ﹤0.01%
838
-258
2192
$30.5K ﹤0.01%
740
+665
2193
$30.5K ﹤0.01%
494
-1,840
2194
$30.3K ﹤0.01%
1,100
-150
2195
$30.3K ﹤0.01%
593
2196
$30.2K ﹤0.01%
431
-87
2197
$30.2K ﹤0.01%
855
-24,637
2198
$30.2K ﹤0.01%
696
-789
2199
$29.8K ﹤0.01%
+160
2200
$29.7K ﹤0.01%
536
-122
86 87
88
89 90