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
3426
$1.26K ﹤0.01%
+53
3427
$1.26K ﹤0.01%
+20
3428
$1.25K ﹤0.01%
714
-2,200
3429
$1.24K ﹤0.01%
64
-82
3430
$1.24K ﹤0.01%
+13
3431
$1.23K ﹤0.01%
+896
3432
$1.22K ﹤0.01%
+200
3433
$1.22K ﹤0.01%
+450
3434
$1.21K ﹤0.01%
+16
3435
$1.21K ﹤0.01%
66
3436
$1.2K ﹤0.01%
+471
3437
$1.18K ﹤0.01%
+26
3438
$1.18K ﹤0.01%
70
-3,196
3439
$1.18K ﹤0.01%
+8
3440
$1.18K ﹤0.01%
+335
3441
$1.17K ﹤0.01%
189
-9
3442
$1.16K ﹤0.01%
25
3443
$1.15K ﹤0.01%
3
3444
$1.15K ﹤0.01%
+54
3445
$1.14K ﹤0.01%
350
3446
$1.13K ﹤0.01%
50
3447
$1.13K ﹤0.01%
20
3448
$1.12K ﹤0.01%
20
3449
$1.12K ﹤0.01%
75
3450
$1.11K ﹤0.01%
38
136 137
138
139 140