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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
2301
$21.8K ﹤0.01%
1,223
+17
2302
$21.8K ﹤0.01%
154
-716
2303
$21.7K ﹤0.01%
2,068
2304
$21.7K ﹤0.01%
93
-285
2305
$21.7K ﹤0.01%
1,184
-2,265
2306
$21.6K ﹤0.01%
726
-540
2307
$21.6K ﹤0.01%
340
+9
2308
$21.6K ﹤0.01%
443
-17,109
2309
$21.5K ﹤0.01%
295
-2,913
2310
$21.4K ﹤0.01%
196
-11
2311
$21.3K ﹤0.01%
558
-125
2312
$21.2K ﹤0.01%
844
2313
$21.2K ﹤0.01%
2,358
-2,278
2314
$21.1K ﹤0.01%
244
-583
2315
$21K ﹤0.01%
379
-203
2316
$21K ﹤0.01%
188
-94
2317
$21K ﹤0.01%
795
-3,630
2318
$20.9K ﹤0.01%
322
-823
2319
$20.9K ﹤0.01%
660
-342
2320
$20.8K ﹤0.01%
57
+25
2321
$20.8K ﹤0.01%
2,055
2322
$20.8K ﹤0.01%
1,231
-1,697
2323
$20.7K ﹤0.01%
220
2324
$20.7K ﹤0.01%
810
-2,987
2325
$20.7K ﹤0.01%
600
-900
91 92
93
94 95