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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
2701
$14.7K ﹤0.01%
+1,095
2702
$14.6K ﹤0.01%
1,800
2703
$14.6K ﹤0.01%
478
-268,086
2704
$14.6K ﹤0.01%
147
+22
2705
$14.6K ﹤0.01%
+103
2706
$14.5K ﹤0.01%
+233
2707
$14.5K ﹤0.01%
+323
2708
$14.5K ﹤0.01%
3,009
+1
2709
$14.4K ﹤0.01%
1,251
2710
$14.2K ﹤0.01%
287
-104
2711
$14.2K ﹤0.01%
447
+13
2712
$14.2K ﹤0.01%
327
+315
2713
$14.2K ﹤0.01%
+246
2714
$14.1K ﹤0.01%
290
-505
2715
$14.1K ﹤0.01%
+975
2716
$14K ﹤0.01%
952
2717
$14K ﹤0.01%
+224
2718
$13.9K ﹤0.01%
+611
2719
$13.8K ﹤0.01%
220
+7
2720
$13.8K ﹤0.01%
414
2721
$13.8K ﹤0.01%
356
2722
$13.7K ﹤0.01%
248
+60
2723
$13.7K ﹤0.01%
1,216
+345
2724
$13.7K ﹤0.01%
+148
2725
$13.7K ﹤0.01%
1,149