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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
2376
$17.7K ﹤0.01%
829
+500
2377
$17.6K ﹤0.01%
576
+2
2378
$17.5K ﹤0.01%
426
2379
$17.4K ﹤0.01%
215
-205
2380
$17.4K ﹤0.01%
532
-420
2381
$17.3K ﹤0.01%
135
-734
2382
$17.3K ﹤0.01%
1,406
2383
$17.2K ﹤0.01%
764
-5,166
2384
$17.1K ﹤0.01%
240
2385
$17.1K ﹤0.01%
345
-56
2386
$17.1K ﹤0.01%
749
2387
$17.1K ﹤0.01%
1,795
2388
$17.1K ﹤0.01%
1,000
-72
2389
$17K ﹤0.01%
85
-442
2390
$17K ﹤0.01%
84
-95
2391
$16.9K ﹤0.01%
212
-130
2392
$16.7K ﹤0.01%
124
+100
2393
$16.6K ﹤0.01%
291
-51
2394
$16.6K ﹤0.01%
337
-1,014
2395
$16.5K ﹤0.01%
200
-81
2396
$16.5K ﹤0.01%
709
2397
$16.4K ﹤0.01%
322
+140
2398
$16.4K ﹤0.01%
376
2399
$16.4K ﹤0.01%
2,260
-482
2400
$16.4K ﹤0.01%
+1,000
94 95
96
97 98