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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
3576
$292 ﹤0.01%
20
-111
3577
$290 ﹤0.01%
66
3578
$288 ﹤0.01%
+37
3579
$285 ﹤0.01%
103
3580
$279 ﹤0.01%
26
3581
$271 ﹤0.01%
+24
3582
$266 ﹤0.01%
200
3583
$264 ﹤0.01%
25
3584
$262 ﹤0.01%
70
3585
$255 ﹤0.01%
32
3586
$253 ﹤0.01%
+10
3587
$251 ﹤0.01%
+4
3588
$248 ﹤0.01%
10
3589
$245 ﹤0.01%
+18
3590
$244 ﹤0.01%
6
3591
$242 ﹤0.01%
17
3592
$242 ﹤0.01%
54
-6
3593
$241 ﹤0.01%
+26
3594
$232 ﹤0.01%
16
3595
$230 ﹤0.01%
12
3596
$230 ﹤0.01%
5
3597
$227 ﹤0.01%
60
3598
$227 ﹤0.01%
5
3599
$220 ﹤0.01%
10
3600
$218 ﹤0.01%
17
142 143
144
145 146