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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
2651
$16.4K ﹤0.01%
86
+47
2652
$16.3K ﹤0.01%
+722
2653
$16.3K ﹤0.01%
215
+1
2654
$16.3K ﹤0.01%
244
+134
2655
$16.3K ﹤0.01%
+195
2656
$16.3K ﹤0.01%
186
+68
2657
$16.2K ﹤0.01%
+384
2658
$16.2K ﹤0.01%
+491
2659
$16.2K ﹤0.01%
1,938
2660
$16.2K ﹤0.01%
585
2661
$16.2K ﹤0.01%
+1,707
2662
$16.1K ﹤0.01%
+828
2663
$16.1K ﹤0.01%
4,607
2664
$16.1K ﹤0.01%
+363
2665
$16.1K ﹤0.01%
48
-124
2666
$16.1K ﹤0.01%
2,749
2667
$16K ﹤0.01%
89
-1,769
2668
$15.9K ﹤0.01%
+436
2669
$15.9K ﹤0.01%
576
+2
2670
$15.9K ﹤0.01%
316
-60
2671
$15.8K ﹤0.01%
41,648
2672
$15.8K ﹤0.01%
+750
2673
$15.7K ﹤0.01%
760
-496
2674
$15.7K ﹤0.01%
+425
2675
$15.7K ﹤0.01%
+597