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
3201
$3.79K ﹤0.01%
+81
3202
$3.79K ﹤0.01%
191
+8
3203
$3.78K ﹤0.01%
80
+10
3204
$3.74K ﹤0.01%
+43
3205
$3.71K ﹤0.01%
+1,173
3206
$3.67K ﹤0.01%
116
-163
3207
$3.66K ﹤0.01%
100
3208
$3.65K ﹤0.01%
+487
3209
$3.59K ﹤0.01%
101
+100
3210
$3.58K ﹤0.01%
216
-33
3211
$3.56K ﹤0.01%
135
3212
$3.55K ﹤0.01%
+190
3213
$3.54K ﹤0.01%
+33
3214
$3.54K ﹤0.01%
483
+69
3215
$3.54K ﹤0.01%
188
+82
3216
$3.54K ﹤0.01%
126
3217
$3.54K ﹤0.01%
35
3218
$3.51K ﹤0.01%
+1,012
3219
$3.51K ﹤0.01%
82
3220
$3.48K ﹤0.01%
19
+5
3221
$3.46K ﹤0.01%
25,988
+5,200
3222
$3.44K ﹤0.01%
70
3223
$3.44K ﹤0.01%
151
+81
3224
$3.43K ﹤0.01%
95
3225
$3.39K ﹤0.01%
+72
127 128
129
130 131