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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
3551
$411 ﹤0.01%
10
3552
$407 ﹤0.01%
+22
3553
$400 ﹤0.01%
+5
3554
$397 ﹤0.01%
11
3555
$396 ﹤0.01%
150
3556
$392 ﹤0.01%
22
-4
3557
$391 ﹤0.01%
+84
3558
$383 ﹤0.01%
+10
3559
$378 ﹤0.01%
200
3560
$369 ﹤0.01%
4
3561
$368 ﹤0.01%
500
3562
$365 ﹤0.01%
100
3563
$362 ﹤0.01%
15
3564
$362 ﹤0.01%
32
3565
$362 ﹤0.01%
+12
3566
$345 ﹤0.01%
45
3567
$340 ﹤0.01%
333
3568
$338 ﹤0.01%
+3
3569
$337 ﹤0.01%
+6
3570
$328 ﹤0.01%
+17
3571
$323 ﹤0.01%
12
3572
$314 ﹤0.01%
+11
3573
$307 ﹤0.01%
151
+150
3574
$306 ﹤0.01%
25
3575
$300 ﹤0.01%
10
+2
141 142
143
144 145