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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
2576
$19.8K ﹤0.01%
592
+38
2577
$19.6K ﹤0.01%
2,228
+375
2578
$19.5K ﹤0.01%
720
-63
2579
$19.2K ﹤0.01%
+3,214
2580
$19.1K ﹤0.01%
+300
2581
$19K ﹤0.01%
1,880
2582
$19K ﹤0.01%
+628
2583
$19K ﹤0.01%
800
2584
$18.9K ﹤0.01%
1,238
+3
2585
$18.9K ﹤0.01%
105
2586
$18.9K ﹤0.01%
1,406
2587
$18.8K ﹤0.01%
453
2588
$18.8K ﹤0.01%
+203
2589
$18.8K ﹤0.01%
426
2590
$18.7K ﹤0.01%
228
-13,163
2591
$18.6K ﹤0.01%
+1,701
2592
$18.5K ﹤0.01%
530
+11
2593
$18.5K ﹤0.01%
370
2594
$18.5K ﹤0.01%
+4,373
2595
$18.5K ﹤0.01%
500
2596
$18.5K ﹤0.01%
63
+45
2597
$18.4K ﹤0.01%
1,399
+1,396
2598
$18.4K ﹤0.01%
1,300
2599
$18.3K ﹤0.01%
281
+262
2600
$18.3K ﹤0.01%
1,945
+1,795