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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
2926
$8.56K ﹤0.01%
+691
2927
$8.46K ﹤0.01%
311
2928
$8.46K ﹤0.01%
+238
2929
$8.45K ﹤0.01%
175
2930
$8.44K ﹤0.01%
+830
2931
$8.44K ﹤0.01%
419
+5
2932
$8.34K ﹤0.01%
10,000
+3,443
2933
$8.31K ﹤0.01%
467
+79
2934
$8.29K ﹤0.01%
307
2935
$8.27K ﹤0.01%
356
2936
$8.27K ﹤0.01%
2,600
-50
2937
$8.27K ﹤0.01%
+570
2938
$8.2K ﹤0.01%
74
+2
2939
$8.19K ﹤0.01%
1,218
-107,887
2940
$8.18K ﹤0.01%
+131
2941
$8.18K ﹤0.01%
111
+91
2942
$8.17K ﹤0.01%
165
2943
$8.12K ﹤0.01%
1,200
-400
2944
$8.11K ﹤0.01%
241
2945
$8.1K ﹤0.01%
87
2946
$8.09K ﹤0.01%
50
+32
2947
$8.05K ﹤0.01%
+158
2948
$8.02K ﹤0.01%
+396
2949
$8.02K ﹤0.01%
111
+49
2950
$8K ﹤0.01%
+575
116 117
118
119 120