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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
3226
$3.38K ﹤0.01%
67
3227
$3.37K ﹤0.01%
71
3228
$3.36K ﹤0.01%
+478
3229
$3.35K ﹤0.01%
251
-240
3230
$3.35K ﹤0.01%
+54
3231
$3.35K ﹤0.01%
297
3232
$3.33K ﹤0.01%
+16
3233
$3.3K ﹤0.01%
15
3234
$3.29K ﹤0.01%
188
3235
$3.29K ﹤0.01%
49
3236
$3.29K ﹤0.01%
1,000
3237
$3.28K ﹤0.01%
285
3238
$3.28K ﹤0.01%
713
3239
$3.27K ﹤0.01%
100
3240
$3.27K ﹤0.01%
424
3241
$3.25K ﹤0.01%
250
3242
$3.22K ﹤0.01%
40
-201
3243
$3.19K ﹤0.01%
500
3244
$3.19K ﹤0.01%
257
-302
3245
$3.19K ﹤0.01%
+606
3246
$3.17K ﹤0.01%
50
-309
3247
$3.15K ﹤0.01%
75
3248
$3.15K ﹤0.01%
88
-7
3249
$3.14K ﹤0.01%
2,535
3250
$3.13K ﹤0.01%
667
128 129
130
131 132