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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
3051
$6.2K ﹤0.01%
245
3052
$6.2K ﹤0.01%
99
3053
$6.17K ﹤0.01%
2,499
3054
$6.13K ﹤0.01%
+182
3055
$6.1K ﹤0.01%
+73
3056
$6.08K ﹤0.01%
2,000
3057
$6.07K ﹤0.01%
100
3058
$6.07K ﹤0.01%
51
3059
$6.03K ﹤0.01%
+175
3060
$6.02K ﹤0.01%
218
3061
$6.01K ﹤0.01%
+307
3062
$6K ﹤0.01%
189
-670
3063
$6K ﹤0.01%
218
-12,359
3064
$5.96K ﹤0.01%
100
3065
$5.96K ﹤0.01%
110
3066
$5.93K ﹤0.01%
128
3067
$5.92K ﹤0.01%
89
+33
3068
$5.92K ﹤0.01%
2,620
3069
$5.91K ﹤0.01%
222
3070
$5.87K ﹤0.01%
76
+56
3071
$5.85K ﹤0.01%
+160
3072
$5.85K ﹤0.01%
+174
3073
$5.85K ﹤0.01%
203
-11
3074
$5.83K ﹤0.01%
117
+23
3075
$5.82K ﹤0.01%
1,492
-56
121 122
123
124 125