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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
2976
$7.4K ﹤0.01%
+35,086
2977
$7.27K ﹤0.01%
239
2978
$7.26K ﹤0.01%
202
2979
$7.26K ﹤0.01%
171
+71
2980
$7.26K ﹤0.01%
300
+15
2981
$7.25K ﹤0.01%
+210
2982
$7.25K ﹤0.01%
828
+523
2983
$7.2K ﹤0.01%
182
+180
2984
$7.19K ﹤0.01%
+695
2985
$7.18K ﹤0.01%
200
2986
$7.15K ﹤0.01%
304
+8
2987
$7.13K ﹤0.01%
9,877
-279
2988
$7.11K ﹤0.01%
118
+38
2989
$7.09K ﹤0.01%
500
-1
2990
$7.06K ﹤0.01%
190
2991
$7.04K ﹤0.01%
2,850
-80
2992
$7.03K ﹤0.01%
111
-188
2993
$7.03K ﹤0.01%
310
+287
2994
$7.03K ﹤0.01%
366
+2
2995
$6.97K ﹤0.01%
1,926
+617
2996
$6.96K ﹤0.01%
171
-1,614
2997
$6.94K ﹤0.01%
350
2998
$6.93K ﹤0.01%
519
2999
$6.93K ﹤0.01%
+148
3000
$6.92K ﹤0.01%
89
-142
118 119
120
121 122