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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
3701
$18 ﹤0.01%
2
3702
$18 ﹤0.01%
1
3703
$17 ﹤0.01%
+1
3704
$17 ﹤0.01%
1
3705
$16 ﹤0.01%
8
3706
$15 ﹤0.01%
3
-612
3707
$14 ﹤0.01%
2
3708
$14 ﹤0.01%
10
3709
$13 ﹤0.01%
1
-143
3710
$13 ﹤0.01%
+1
3711
$13 ﹤0.01%
2
3712
$13 ﹤0.01%
1
3713
$13 ﹤0.01%
10
-55
3714
$12 ﹤0.01%
4
+1
3715
$10 ﹤0.01%
1
3716
$10 ﹤0.01%
+3
3717
$8 ﹤0.01%
4
3718
$8 ﹤0.01%
14
3719
$7 ﹤0.01%
+25
3720
$7 ﹤0.01%
+1
3721
$6 ﹤0.01%
3
3722
$6 ﹤0.01%
7
3723
$5 ﹤0.01%
11
3724
$5 ﹤0.01%
1
3725
$5 ﹤0.01%
12
147 148
149
150 151