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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
276
$7.1M 0.07%
39,146
+3,332
277
$7.07M 0.07%
69,270
-584
278
$7.02M 0.07%
58,493
-242,176
279
$6.97M 0.07%
152,989
+118,441
280
$6.96M 0.07%
245,327
+68,780
281
$6.95M 0.07%
91,635
+25,730
282
$6.89M 0.07%
116,619
+11,021
283
$6.87M 0.07%
24,677
+6,250
284
$6.85M 0.07%
1,934
-26
285
$6.77M 0.06%
20,661
+4,957
286
$6.74M 0.06%
138,455
+11,993
287
$6.68M 0.06%
119,773
-105,006
288
$6.66M 0.06%
+240,330
289
$6.64M 0.06%
120,972
-31,586
290
$6.62M 0.06%
130,953
+3,614
291
$6.6M 0.06%
68,146
+1,410
292
$6.54M 0.06%
94,172
-1,546
293
$6.52M 0.06%
135,085
+10,068
294
$6.52M 0.06%
13,827
-121
295
$6.52M 0.06%
88,985
+32,150
296
$6.52M 0.06%
200,374
+9,354
297
$6.5M 0.06%
137,869
+21,393
298
$6.41M 0.06%
129,114
+14,358
299
$6.4M 0.06%
134,738
-39,849
300
$6.37M 0.06%
172,886
+34,571
10 11
12
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