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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
2526
$22.6K ﹤0.01%
+143
2527
$22.6K ﹤0.01%
299
+201
2528
$22.6K ﹤0.01%
460
2529
$22.6K ﹤0.01%
10,000
-34,020
2530
$22.5K ﹤0.01%
865
-357
2531
$22.4K ﹤0.01%
1,140
-77
2532
$22.3K ﹤0.01%
467
+352
2533
$22.3K ﹤0.01%
+1,000
2534
$22.2K ﹤0.01%
386
2535
$22.2K ﹤0.01%
445
-515
2536
$22.2K ﹤0.01%
451
+51
2537
$22.2K ﹤0.01%
220
2538
$22.1K ﹤0.01%
77
2539
$22K ﹤0.01%
3,602
+3,425
2540
$22K ﹤0.01%
360
+217
2541
$22K ﹤0.01%
+307
2542
$21.9K ﹤0.01%
1,903
-1,115
2543
$21.7K ﹤0.01%
918
-295
2544
$21.6K ﹤0.01%
1,000
+500
2545
$21.6K ﹤0.01%
+1,120
2546
$21.6K ﹤0.01%
+218
2547
$21.5K ﹤0.01%
2,000
2548
$21.5K ﹤0.01%
14,700
2549
$21.4K ﹤0.01%
1,192
-1,607
2550
$21.4K ﹤0.01%
7,706
-45,795
100 101
102
103 104