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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
2426
$15.2K ﹤0.01%
1,030
+330
2427
$15.2K ﹤0.01%
212
2428
$15.1K ﹤0.01%
2,080
-1,554
2429
$15.1K ﹤0.01%
661
-7,109
2430
$15.1K ﹤0.01%
325
2431
$15K ﹤0.01%
817
-150
2432
$15K ﹤0.01%
1,640
+41
2433
$15K ﹤0.01%
1,687
-1,616
2434
$15K ﹤0.01%
154
-43
2435
$14.9K ﹤0.01%
1,051
-6
2436
$14.8K ﹤0.01%
1,100
-2,319
2437
$14.8K ﹤0.01%
456
-5,543
2438
$14.8K ﹤0.01%
541
-3,575
2439
$14.7K ﹤0.01%
315
-3,463
2440
$14.7K ﹤0.01%
2,730
2441
$14.6K ﹤0.01%
1,011
-752
2442
– –
-13,939
2443
$14.4K ﹤0.01%
238
2444
$14.4K ﹤0.01%
1,244
-966
2445
$14.4K ﹤0.01%
973
-638
2446
$14.4K ﹤0.01%
319
-89
2447
$14.4K ﹤0.01%
1,248
-6,806
2448
$14.3K ﹤0.01%
281
-450
2449
$14.3K ﹤0.01%
200
2450
$14.3K ﹤0.01%
536
-7,190
96 97
98
99 100