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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
2551
$21.4K ﹤0.01%
533
+1
2552
$21.4K ﹤0.01%
181
+98
2553
$21.3K ﹤0.01%
1,399
+680
2554
$21.2K ﹤0.01%
140
-495
2555
$21.1K ﹤0.01%
1,009
-526
2556
$21.1K ﹤0.01%
+272
2557
$21K ﹤0.01%
478
+280
2558
$20.9K ﹤0.01%
660
2559
$20.8K ﹤0.01%
709
-7,181
2560
$20.8K ﹤0.01%
3,742
+2,742
2561
$20.7K ﹤0.01%
+19,200
2562
$20.7K ﹤0.01%
+599
2563
$20.7K ﹤0.01%
2,100
+464
2564
$20.6K ﹤0.01%
1,612
-31,721
2565
$20.6K ﹤0.01%
700
2566
$20.6K ﹤0.01%
478
2567
$20.6K ﹤0.01%
208
+24
2568
$20.3K ﹤0.01%
552
2569
$20.3K ﹤0.01%
371
2570
$20.3K ﹤0.01%
397
+389
2571
$20.2K ﹤0.01%
1,795
2572
$20.2K ﹤0.01%
750
2573
$20.2K ﹤0.01%
409
-221
2574
$19.9K ﹤0.01%
515
2575
$19.8K ﹤0.01%
+148
101 102
103
104 105