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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
3401
$1.49K ﹤0.01%
44
-1,793
3402
$1.48K ﹤0.01%
31
3403
$1.45K ﹤0.01%
+12
3404
$1.45K ﹤0.01%
539
-20,051
3405
$1.42K ﹤0.01%
+450
3406
$1.41K ﹤0.01%
178
-10
3407
$1.36K ﹤0.01%
+146
3408
$1.36K ﹤0.01%
100
3409
$1.35K ﹤0.01%
100
3410
$1.34K ﹤0.01%
1,650
+30
3411
$1.33K ﹤0.01%
11
-28
3412
$1.32K ﹤0.01%
77
-25
3413
$1.31K ﹤0.01%
+12
3414
$1.3K ﹤0.01%
51
-150
3415
$1.29K ﹤0.01%
22
3416
$1.29K ﹤0.01%
23
3417
$1.29K ﹤0.01%
+30
3418
$1.28K ﹤0.01%
+15
3419
$1.27K ﹤0.01%
100
3420
$1.27K ﹤0.01%
15
3421
$1.27K ﹤0.01%
151
+36
3422
$1.27K ﹤0.01%
40
3423
$1.26K ﹤0.01%
301
3424
$1.26K ﹤0.01%
103
-30
3425
$1.26K ﹤0.01%
10
135 136
137
138 139