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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
251
$8.04M 0.08%
67,412
-9,936
252
$7.97M 0.08%
346,980
-100,198
253
$7.88M 0.07%
78,946
+62,903
254
$7.87M 0.07%
204,097
+192,401
255
$7.87M 0.07%
16,352
+2,043
256
$7.82M 0.07%
72,211
+9,402
257
$7.75M 0.07%
150,635
+12,312
258
$7.69M 0.07%
89,136
-1,877
259
$7.68M 0.07%
102,943
-5,429
260
$7.66M 0.07%
118,290
+1,953
261
$7.64M 0.07%
83,487
-166
262
$7.64M 0.07%
19,271
-2,375
263
$7.58M 0.07%
138,087
+14,943
264
$7.55M 0.07%
240,024
-13,395
265
$7.53M 0.07%
72,301
+21,003
266
$7.48M 0.07%
162,511
+48,227
267
$7.47M 0.07%
327,074
+251,267
268
$7.47M 0.07%
230,881
+33,929
269
$7.46M 0.07%
29,115
+1,774
270
$7.43M 0.07%
436,857
+31,813
271
$7.42M 0.07%
82,644
+7,064
272
$7.32M 0.07%
286,246
+237,568
273
$7.21M 0.07%
181,040
+21,449
274
$7.2M 0.07%
78,751
-47,659
275
$7.18M 0.07%
185,299
-2,314
9 10
11
12 13