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
3501
$741 ﹤0.01%
190
3502
$739 ﹤0.01%
218
3503
$721 ﹤0.01%
70
-7
3504
$715 ﹤0.01%
+9
3505
$713 ﹤0.01%
394
-14,033
3506
$704 ﹤0.01%
36
+6
3507
$695 ﹤0.01%
72
+11
3508
$684 ﹤0.01%
18
-24
3509
$683 ﹤0.01%
100
3510
$679 ﹤0.01%
8
-19
3511
$667 ﹤0.01%
700
3512
$642 ﹤0.01%
300
3513
$641 ﹤0.01%
+7
3514
$638 ﹤0.01%
2,000
3515
$626 ﹤0.01%
200
3516
$611 ﹤0.01%
100
3517
$610 ﹤0.01%
200
3518
$602 ﹤0.01%
28
3519
$602 ﹤0.01%
21
3520
$595 ﹤0.01%
40
-13
3521
$588 ﹤0.01%
46
3522
$585 ﹤0.01%
3
-30
3523
$578 ﹤0.01%
20
3524
$577 ﹤0.01%
+12
3525
$577 ﹤0.01%
13
139 140
141
142 143