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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
2776
$11.8K ﹤0.01%
1,993
2777
$11.8K ﹤0.01%
2,348
+40
2778
$11.8K ﹤0.01%
430
+273
2779
$11.8K ﹤0.01%
192
-280
2780
$11.7K ﹤0.01%
+329
2781
$11.7K ﹤0.01%
189
+160
2782
$11.5K ﹤0.01%
18,331
2783
$11.5K ﹤0.01%
35
-75
2784
$11.5K ﹤0.01%
193
2785
$11.5K ﹤0.01%
300
2786
$11.4K ﹤0.01%
+299
2787
$11.4K ﹤0.01%
1,000
2788
$11.3K ﹤0.01%
139
+96
2789
$11.3K ﹤0.01%
+278
2790
$11.3K ﹤0.01%
+815
2791
$11.3K ﹤0.01%
185
-253
2792
$11.3K ﹤0.01%
+1,301
2793
$11.2K ﹤0.01%
+1,995
2794
$11.2K ﹤0.01%
529
+4
2795
$11.2K ﹤0.01%
313
2796
$11.2K ﹤0.01%
212
-4,823
2797
$11.2K ﹤0.01%
+139
2798
$11.1K ﹤0.01%
+158
2799
$11.1K ﹤0.01%
+46
2800
$11.1K ﹤0.01%
+594
110 111
112
113 114