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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
3176
$4.05K ﹤0.01%
+73
3177
$4.03K ﹤0.01%
+33
3178
$4.03K ﹤0.01%
27
3179
$4.02K ﹤0.01%
657
+533
3180
$4.01K ﹤0.01%
50
3181
$4K ﹤0.01%
398
3182
$4K ﹤0.01%
99
3183
$3.99K ﹤0.01%
293
3184
$3.98K ﹤0.01%
608
+562
3185
$3.98K ﹤0.01%
300
3186
$3.96K ﹤0.01%
170
+10
3187
$3.96K ﹤0.01%
225
3188
$3.95K ﹤0.01%
176
+30
3189
$3.94K ﹤0.01%
367
3190
$3.94K ﹤0.01%
1,000
3191
$3.94K ﹤0.01%
32
+18
3192
$3.92K ﹤0.01%
678
3193
$3.89K ﹤0.01%
50
+40
3194
$3.89K ﹤0.01%
367
+7
3195
$3.87K ﹤0.01%
100
3196
$3.83K ﹤0.01%
+44
3197
$3.83K ﹤0.01%
448
-49,052
3198
$3.83K ﹤0.01%
+72
3199
$3.8K ﹤0.01%
45
3200
$3.79K ﹤0.01%
1,500
126 127
128
129 130