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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
2601
$18.2K ﹤0.01%
156
+100
2602
$18.2K ﹤0.01%
406
+369
2603
$18.2K ﹤0.01%
440
+286
2604
$18.2K ﹤0.01%
259
+1
2605
$18.1K ﹤0.01%
548
-8,086
2606
$18K ﹤0.01%
560
+502
2607
$18K ﹤0.01%
107
+50
2608
$18K ﹤0.01%
+200
2609
$18K ﹤0.01%
353
+263
2610
$17.9K ﹤0.01%
100
+5
2611
$17.9K ﹤0.01%
10,000
2612
$17.9K ﹤0.01%
194
+174
2613
$17.8K ﹤0.01%
6,627
-225
2614
$17.8K ﹤0.01%
416
+2
2615
$17.8K ﹤0.01%
2,396
2616
$17.7K ﹤0.01%
+156
2617
$17.6K ﹤0.01%
+1,402
2618
$17.6K ﹤0.01%
3,335
2619
$17.6K ﹤0.01%
+1,860
2620
$17.6K ﹤0.01%
464
+225
2621
$17.6K ﹤0.01%
+475
2622
$17.6K ﹤0.01%
408
+158
2623
$17.5K ﹤0.01%
396
-3,002
2624
$17.5K ﹤0.01%
+667
2625
$17.5K ﹤0.01%
1,062
+205
103 104
105
106 107