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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$29.9M
3
+$29.7M
4
SO icon
Southern Company
SO
+$27.7M
5
AMT icon
American Tower
AMT
+$27.5M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$29.5M
4
PAYX icon
Paychex
PAYX
+$29.1M
5
UL icon
Unilever
UL
+$26.2M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.84M 0.08%
386,254
+348,486
227
$8.78M 0.08%
104,322
+8,317
228
$8.74M 0.08%
35,054
+6,114
229
$8.72M 0.08%
53,213
+12,588
230
$8.7M 0.08%
161,702
+1,716
231
$8.62M 0.08%
37,239
+1,933
232
$8.59M 0.08%
39,013
+8,577
233
$8.57M 0.08%
108,042
-377
234
$8.52M 0.08%
73,213
-7,049
235
$8.44M 0.08%
88,943
-27,093
236
$8.43M 0.08%
78,204
+29,028
237
$8.42M 0.08%
116,674
-541
238
$8.42M 0.08%
183,734
+30,500
239
$8.41M 0.08%
208,431
+18,072
240
$8.38M 0.08%
222,137
+204,999
241
$8.29M 0.08%
62,689
+10,539
242
$8.26M 0.08%
312,743
+17,872
243
$8.24M 0.08%
185,989
-18,404
244
$8.24M 0.08%
179,526
+11,302
245
$8.22M 0.08%
84,360
+1,063
246
$8.22M 0.08%
410,133
-37,108
247
$8.19M 0.08%
163,053
-53,832
248
$8.15M 0.08%
220,919
-10,478
249
$8.09M 0.08%
263,928
+107,817
250
$8.06M 0.08%
39,355
+8,319
8 9
10
11 12