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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
2826
$10.5K ﹤0.01%
552
-8,526
2827
$10.4K ﹤0.01%
+201
2828
$10.4K ﹤0.01%
1,344
2829
$10.4K ﹤0.01%
+291
2830
$10.3K ﹤0.01%
340
-29
2831
$10.3K ﹤0.01%
218
-12
2832
$10.3K ﹤0.01%
285
+37
2833
$10.3K ﹤0.01%
543
2834
$10.3K ﹤0.01%
291
-2,591
2835
$10.3K ﹤0.01%
118
2836
$10.2K ﹤0.01%
124
+78
2837
$10.1K ﹤0.01%
500
2838
$10.1K ﹤0.01%
+256
2839
$10.1K ﹤0.01%
+1,048
2840
$10.1K ﹤0.01%
+151
2841
$10K ﹤0.01%
181
-6,519
2842
$9.98K ﹤0.01%
+97
2843
$9.97K ﹤0.01%
+144
2844
$9.95K ﹤0.01%
493
-5
2845
$9.93K ﹤0.01%
272
-94
2846
$9.93K ﹤0.01%
367
+192
2847
$9.87K ﹤0.01%
200
-372
2848
$9.85K ﹤0.01%
240
2849
$9.85K ﹤0.01%
+276
2850
$9.8K ﹤0.01%
3,875
112 113
114
115 116