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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
2951
$7.99K ﹤0.01%
160
2952
$7.91K ﹤0.01%
490
+423
2953
$7.88K ﹤0.01%
377
+48
2954
$7.87K ﹤0.01%
76
+26
2955
$7.86K ﹤0.01%
220
+6
2956
$7.81K ﹤0.01%
+461
2957
$7.81K ﹤0.01%
+104
2958
$7.79K ﹤0.01%
1,299
2959
$7.76K ﹤0.01%
79
+30
2960
$7.76K ﹤0.01%
+146
2961
$7.75K ﹤0.01%
336
-11,784
2962
$7.74K ﹤0.01%
528
2963
$7.66K ﹤0.01%
245
2964
$7.61K ﹤0.01%
69
+1
2965
$7.6K ﹤0.01%
199
+49
2966
$7.6K ﹤0.01%
+177
2967
$7.59K ﹤0.01%
160
-3
2968
$7.58K ﹤0.01%
300
2969
$7.58K ﹤0.01%
550
2970
$7.57K ﹤0.01%
215
+1
2971
$7.53K ﹤0.01%
947
+11
2972
$7.51K ﹤0.01%
1,549
2973
$7.51K ﹤0.01%
526
-38,294
2974
$7.44K ﹤0.01%
3,495
-20,934
2975
$7.42K ﹤0.01%
65
-1
117 118
119
120 121