NA

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
3076
$5.8K ﹤0.01%
300
3077
$5.78K ﹤0.01%
+1,696
3078
$5.78K ﹤0.01%
+223
3079
$5.77K ﹤0.01%
+81
3080
$5.75K ﹤0.01%
1,500
3081
$5.72K ﹤0.01%
1,200
3082
$5.72K ﹤0.01%
52
+1
3083
$5.71K ﹤0.01%
+300
3084
$5.67K ﹤0.01%
+79
3085
$5.67K ﹤0.01%
2,259
-300
3086
$5.65K ﹤0.01%
162
+15
3087
$5.65K ﹤0.01%
+146
3088
$5.63K ﹤0.01%
270
3089
$5.63K ﹤0.01%
131
+7
3090
$5.62K ﹤0.01%
+671
3091
$5.62K ﹤0.01%
926
3092
$5.62K ﹤0.01%
2,600
3093
$5.61K ﹤0.01%
2,750
+1,000
3094
$5.61K ﹤0.01%
76
3095
$5.6K ﹤0.01%
1,003
-12,281
3096
$5.56K ﹤0.01%
+500
3097
$5.53K ﹤0.01%
27
3098
$5.5K ﹤0.01%
+211
3099
$5.49K ﹤0.01%
312
3100
$5.49K ﹤0.01%
454
+14