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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
2226
$27.2K ﹤0.01%
559
-16
2227
$27.1K ﹤0.01%
2,603
-545
2228
$27.1K ﹤0.01%
5,100
+3,325
2229
$27K ﹤0.01%
444
-2,766
2230
$27K ﹤0.01%
986
2231
$26.9K ﹤0.01%
303
-61
2232
$26.7K ﹤0.01%
4,708
-213
2233
$26.5K ﹤0.01%
1,245
-1,919
2234
$26.4K ﹤0.01%
109
-62
2235
$26.4K ﹤0.01%
546
-619
2236
$26.3K ﹤0.01%
130
-635
2237
$26.2K ﹤0.01%
708
+285
2238
$26K ﹤0.01%
326
-259
2239
$25.9K ﹤0.01%
855
2240
$25.9K ﹤0.01%
407
-832
2241
$25.8K ﹤0.01%
906
-238
2242
$25.7K ﹤0.01%
946
-1,158
2243
$25.6K ﹤0.01%
913
-359
2244
$25.6K ﹤0.01%
640
-5,162
2245
$25.5K ﹤0.01%
1,812
-906
2246
$25.4K ﹤0.01%
+960
2247
$25.4K ﹤0.01%
3,193
+450
2248
$25.3K ﹤0.01%
488
2249
– –
-2,067
2250
$25K ﹤0.01%
766
-23,801
88 89
90
91 92