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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
3276
$2.83K ﹤0.01%
+39
3277
$2.8K ﹤0.01%
120
+94
3278
$2.79K ﹤0.01%
+288
3279
$2.77K ﹤0.01%
90
3280
$2.76K ﹤0.01%
95
3281
$2.75K ﹤0.01%
142
3282
$2.71K ﹤0.01%
116
3283
$2.7K ﹤0.01%
+254
3284
$2.69K ﹤0.01%
184
+6
3285
$2.69K ﹤0.01%
74
+28
3286
$2.69K ﹤0.01%
40
+26
3287
$2.68K ﹤0.01%
100
-109
3288
$2.65K ﹤0.01%
+173
3289
$2.63K ﹤0.01%
11
-9
3290
$2.62K ﹤0.01%
500
3291
$2.62K ﹤0.01%
+72
3292
$2.61K ﹤0.01%
477
+407
3293
$2.6K ﹤0.01%
+31
3294
$2.59K ﹤0.01%
+20
3295
$2.57K ﹤0.01%
100
3296
$2.57K ﹤0.01%
50
3297
$2.53K ﹤0.01%
84
-13
3298
$2.53K ﹤0.01%
58
+32
3299
$2.52K ﹤0.01%
+60
3300
$2.52K ﹤0.01%
10
+2
130 131
132
133 134