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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
2451
$14.2K ﹤0.01%
800
2452
$14.2K ﹤0.01%
1,246
2453
$14.2K ﹤0.01%
2,026
-3,548
2454
$14.2K ﹤0.01%
1,906
2455
$14K ﹤0.01%
8,822
+8,222
2456
$14K ﹤0.01%
431
-1,201
2457
$13.9K ﹤0.01%
595
-707
2458
$13.9K ﹤0.01%
18,331
2459
$13.9K ﹤0.01%
719
2460
$13.9K ﹤0.01%
430
-1,400
2461
$13.9K ﹤0.01%
1,596
+396
2462
$13.9K ﹤0.01%
958
-4,221
2463
$13.8K ﹤0.01%
1,149
-466
2464
$13.8K ﹤0.01%
269
-1,772
2465
$13.8K ﹤0.01%
248
-531
2466
$13.8K ﹤0.01%
167
-74
2467
$13.8K ﹤0.01%
82
-246
2468
$13.8K ﹤0.01%
258
-233
2469
$13.8K ﹤0.01%
210
-1
2470
$13.6K ﹤0.01%
262
-2,962
2471
$13.6K ﹤0.01%
179
-1,666
2472
$13.5K ﹤0.01%
100
-2
2473
$13.5K ﹤0.01%
363
2474
$13.5K ﹤0.01%
2,422
+450
2475
$13.5K ﹤0.01%
356
97 98
99
100 101