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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
3026
$6.53K ﹤0.01%
668
+585
3027
$6.53K ﹤0.01%
145
3028
$6.53K ﹤0.01%
662
-413
3029
$6.49K ﹤0.01%
+311
3030
$6.46K ﹤0.01%
+223
3031
$6.45K ﹤0.01%
210
3032
$6.41K ﹤0.01%
395
3033
$6.39K ﹤0.01%
86
-78
3034
$6.39K ﹤0.01%
68
-6,418
3035
$6.36K ﹤0.01%
+911
3036
$6.36K ﹤0.01%
714
-125
3037
$6.33K ﹤0.01%
226
3038
$6.33K ﹤0.01%
38
-20
3039
$6.33K ﹤0.01%
300
3040
$6.32K ﹤0.01%
257
-53
3041
$6.32K ﹤0.01%
+389
3042
$6.28K ﹤0.01%
270
+127
3043
$6.26K ﹤0.01%
+180
3044
$6.24K ﹤0.01%
811
+804
3045
$6.24K ﹤0.01%
437
-171
3046
$6.24K ﹤0.01%
+36
3047
$6.23K ﹤0.01%
+337
3048
$6.22K ﹤0.01%
143
-86
3049
$6.22K ﹤0.01%
+99
3050
$6.2K ﹤0.01%
1,000
120 121
122
123 124