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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
2476
$25.8K ﹤0.01%
2,000
-12,023
2477
$25.7K ﹤0.01%
345
2478
$25.7K ﹤0.01%
+950
2479
$25.7K ﹤0.01%
13,742
-4,000
2480
$25.5K ﹤0.01%
417
-238
2481
$25.5K ﹤0.01%
+972
2482
$25.4K ﹤0.01%
+1,000
2483
$25.4K ﹤0.01%
344
+254
2484
$25.3K ﹤0.01%
+176
2485
$25.3K ﹤0.01%
2,778
+2,593
2486
$25.2K ﹤0.01%
116
+58
2487
$25.1K ﹤0.01%
2,000
2488
$25.1K ﹤0.01%
1,741
-499
2489
$25.1K ﹤0.01%
129
+83
2490
$24.9K ﹤0.01%
1,500
2491
$24.8K ﹤0.01%
144
-100
2492
$24.8K ﹤0.01%
377
+20
2493
$24.8K ﹤0.01%
815
-14,428
2494
$24.7K ﹤0.01%
1,906
2495
$24.6K ﹤0.01%
514
-393
2496
$24.5K ﹤0.01%
599
+568
2497
$24.5K ﹤0.01%
304
+177
2498
$24.4K ﹤0.01%
143
+64
2499
$24.4K ﹤0.01%
1,877
2500
$24.3K ﹤0.01%
524
-2,365
98 99
100
101 102