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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
2276
$23.6K ﹤0.01%
2,350
-349
2277
$23.6K ﹤0.01%
531
-2,462
2278
$23.5K ﹤0.01%
224
-13
2279
$23.5K ﹤0.01%
293
-6,094
2280
$23.5K ﹤0.01%
322
+60
2281
$23.4K ﹤0.01%
1,774
+97
2282
$23.3K ﹤0.01%
635
2283
$23.2K ﹤0.01%
3,335
2284
$23.2K ﹤0.01%
1,113
-13,536
2285
$23.2K ﹤0.01%
660
2286
$23K ﹤0.01%
1,018
-1,011
2287
$23K ﹤0.01%
2,858
-3,279
2288
$23K ﹤0.01%
521
2289
$22.9K ﹤0.01%
1,035
-119
2290
$22.9K ﹤0.01%
152
-514
2291
$22.8K ﹤0.01%
+25,646
2292
$22.7K ﹤0.01%
145
+104
2293
$22.5K ﹤0.01%
1,388
2294
$22.5K ﹤0.01%
466
-265
2295
$22.5K ﹤0.01%
1,250
2296
$22.5K ﹤0.01%
399
+6
2297
$22.4K ﹤0.01%
232
-49
2298
$22.1K ﹤0.01%
13,918
2299
$22K ﹤0.01%
735
-713
2300
$22K ﹤0.01%
508
90 91
92
93 94