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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
3626
$127 ﹤0.01%
3
3627
$127 ﹤0.01%
383
-1,320
3628
$126 ﹤0.01%
15
3629
$122 ﹤0.01%
5
3630
$121 ﹤0.01%
31
3631
$121 ﹤0.01%
12
3632
$120 ﹤0.01%
81
3633
$119 ﹤0.01%
10
3634
$119 ﹤0.01%
+12
3635
$114 ﹤0.01%
17
+14
3636
$113 ﹤0.01%
16
3637
$108 ﹤0.01%
100
3638
$104 ﹤0.01%
22
3639
$101 ﹤0.01%
6
3640
$100 ﹤0.01%
15
3641
$97 ﹤0.01%
11
-153
3642
$96 ﹤0.01%
5
3643
$96 ﹤0.01%
31
3644
$95 ﹤0.01%
13
3645
$88 ﹤0.01%
2,500
3646
$87 ﹤0.01%
2
3647
$85 ﹤0.01%
65
3648
$82 ﹤0.01%
+8
3649
$81 ﹤0.01%
2
3650
$81 ﹤0.01%
3
-57,190
144 145
146
147 148