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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
2876
$9.44K ﹤0.01%
+278
2877
$9.43K ﹤0.01%
+75
2878
$9.42K ﹤0.01%
350
2879
$9.4K ﹤0.01%
65
2880
$9.4K ﹤0.01%
+216
2881
$9.37K ﹤0.01%
1,990
+1,373
2882
$9.36K ﹤0.01%
750
2883
$9.34K ﹤0.01%
300
2884
$9.34K ﹤0.01%
1,543
+339
2885
$9.33K ﹤0.01%
247
+9
2886
$9.28K ﹤0.01%
+1,184
2887
$9.27K ﹤0.01%
664
+14
2888
$9.24K ﹤0.01%
270
2889
$9.22K ﹤0.01%
+176
2890
$9.21K ﹤0.01%
608
-223
2891
$9.2K ﹤0.01%
+252
2892
$9.2K ﹤0.01%
481
-2,440
2893
$9.19K ﹤0.01%
325
2894
$9.19K ﹤0.01%
948
+35
2895
$9.19K ﹤0.01%
175
2896
$9.16K ﹤0.01%
3,033
-152
2897
$9.14K ﹤0.01%
+221
2898
$9.09K ﹤0.01%
+174
2899
$9.09K ﹤0.01%
1,518
-294
2900
$9.07K ﹤0.01%
+328