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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
401
$4.28M 0.04%
117,079
+98,769
402
$4.25M 0.04%
25,338
-2,620
403
$4.23M 0.04%
142,116
-8,802
404
$4.23M 0.04%
47,949
+5,261
405
$4.19M 0.04%
256,987
+26,158
406
$4.19M 0.04%
175,976
+45,526
407
$4.18M 0.04%
+195,565
408
$4.18M 0.04%
196,318
+20,823
409
$4.17M 0.04%
81,614
+3,544
410
$4.16M 0.04%
252,817
+236,265
411
$4.16M 0.04%
96,993
+798
412
$4.16M 0.04%
20,161
+2,471
413
$4.14M 0.04%
106,110
-5,397
414
$4.13M 0.04%
66,013
-4,851
415
$4.12M 0.04%
108,077
-1,588
416
$4.07M 0.04%
20,409
+2,860
417
$4.07M 0.04%
41,248
-70,489
418
$4.05M 0.04%
88,250
+3,150
419
$4.04M 0.04%
130,089
-1,479
420
$4.01M 0.04%
8,685
+1,570
421
$3.98M 0.04%
16,603
-3,069
422
$3.94M 0.04%
39,413
+6,442
423
$3.93M 0.04%
38,611
+1,509
424
$3.9M 0.04%
48,120
-64,935
425
$3.9M 0.04%
12,992
+45
15 16
17
18 19