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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
3526
$559 ﹤0.01%
+88
3527
$543 ﹤0.01%
129
3528
$542 ﹤0.01%
148
3529
$535 ﹤0.01%
10
3530
$521 ﹤0.01%
6
3531
$511 ﹤0.01%
84
+33
3532
$503 ﹤0.01%
38
-462
3533
$491 ﹤0.01%
+9
3534
$489 ﹤0.01%
9
3535
$483 ﹤0.01%
+67
3536
$467 ﹤0.01%
+48
3537
$467 ﹤0.01%
2
-23
3538
$460 ﹤0.01%
5
3539
$460 ﹤0.01%
+156
3540
$459 ﹤0.01%
96
3541
$452 ﹤0.01%
+10
3542
$450 ﹤0.01%
250
-1,542
3543
$445 ﹤0.01%
5
3544
$444 ﹤0.01%
185
3545
$429 ﹤0.01%
195
3546
$424 ﹤0.01%
+64
3547
$422 ﹤0.01%
36
3548
$418 ﹤0.01%
+34
3549
$417 ﹤0.01%
10
3550
$415 ﹤0.01%
25
140 141
142
143 144