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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
376
$4.61M 0.04%
44,345
+9,627
377
$4.61M 0.04%
183,615
+123,909
378
$4.59M 0.04%
208,261
+42,162
379
$4.57M 0.04%
40,168
-2,453
380
$4.57M 0.04%
74,559
-8,062
381
$4.56M 0.04%
118,459
+51,639
382
$4.54M 0.04%
18,980
+2,145
383
$4.52M 0.04%
119,339
+3,331
384
$4.51M 0.04%
215,721
-2,878
385
$4.5M 0.04%
52,487
+19,838
386
$4.5M 0.04%
43,161
+26,403
387
$4.49M 0.04%
230,992
+2,392
388
$4.49M 0.04%
202,249
+146,680
389
$4.48M 0.04%
7,086
+965
390
$4.47M 0.04%
10,119
-536
391
$4.41M 0.04%
209,951
+197,310
392
$4.41M 0.04%
63,818
+2,981
393
$4.41M 0.04%
10,304
+650
394
$4.4M 0.04%
19,331
-1,318
395
$4.37M 0.04%
58,903
-287
396
$4.37M 0.04%
22,398
+5,064
397
$4.33M 0.04%
66,555
+2,025
398
$4.33M 0.04%
4,725
+2,179
399
$4.33M 0.04%
163,117
-800
400
$4.28M 0.04%
204,700
+33,536
14 15
16
17 18