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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
2751
$12.9K ﹤0.01%
743
2752
$12.9K ﹤0.01%
1,496
2753
$12.9K ﹤0.01%
+563
2754
$12.8K ﹤0.01%
150
2755
$12.8K ﹤0.01%
+129
2756
$12.8K ﹤0.01%
97
+30
2757
$12.7K ﹤0.01%
65
+35
2758
$12.6K ﹤0.01%
550
+50
2759
$12.6K ﹤0.01%
+574
2760
$12.6K ﹤0.01%
+1,800
2761
$12.6K ﹤0.01%
401
+295
2762
$12.5K ﹤0.01%
247
2763
$12.5K ﹤0.01%
597
+11
2764
$12.4K ﹤0.01%
1,246
2765
$12.4K ﹤0.01%
+553
2766
$12.4K ﹤0.01%
305
2767
$12.3K ﹤0.01%
+129
2768
$12.2K ﹤0.01%
397
-33
2769
$12.1K ﹤0.01%
+342
2770
$12.1K ﹤0.01%
750
2771
$12K ﹤0.01%
+836
2772
$11.9K ﹤0.01%
900
2773
$11.9K ﹤0.01%
200
2774
$11.9K ﹤0.01%
388
+17
2775
$11.8K ﹤0.01%
411
+223