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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
3251
$3.13K ﹤0.01%
120
3252
$3.08K ﹤0.01%
89
-52
3253
$3.07K ﹤0.01%
840
3254
$3.04K ﹤0.01%
78
3255
$3.02K ﹤0.01%
+232
3256
$3.01K ﹤0.01%
258
3257
$3K ﹤0.01%
93
-78
3258
$2.99K ﹤0.01%
+133
3259
$2.97K ﹤0.01%
840
+540
3260
$2.97K ﹤0.01%
40
3261
$2.95K ﹤0.01%
60
+42
3262
$2.95K ﹤0.01%
+64
3263
$2.94K ﹤0.01%
100
3264
$2.94K ﹤0.01%
+609
3265
$2.92K ﹤0.01%
191
+53
3266
$2.91K ﹤0.01%
31
3267
$2.91K ﹤0.01%
+401
3268
$2.9K ﹤0.01%
+104
3269
$2.9K ﹤0.01%
568
-1,171
3270
$2.9K ﹤0.01%
+26
3271
$2.88K ﹤0.01%
81
+6
3272
$2.85K ﹤0.01%
109
3273
$2.84K ﹤0.01%
66
3274
$2.84K ﹤0.01%
29
-2,653
3275
$2.84K ﹤0.01%
430
+200
129 130
131
132 133