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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
426
$3.88M 0.04%
48,242
+2,246
427
$3.86M 0.04%
42,600
-4,590
428
$3.86M 0.04%
12,954
-125
429
$3.82M 0.04%
23,544
+3,705
430
$3.81M 0.04%
48,225
-16,275
431
$3.81M 0.04%
85,318
+9,635
432
$3.8M 0.04%
36,001
+32,826
433
$3.8M 0.04%
188,973
+26,269
434
$3.79M 0.04%
28,684
+1,939
435
$3.79M 0.04%
115,758
+17,697
436
$3.77M 0.04%
179,257
+163,779
437
$3.77M 0.04%
24,525
-7,117
438
$3.77M 0.04%
7,575
+769
439
$3.76M 0.04%
59,723
+9,288
440
$3.76M 0.04%
432,454
-8,119
441
$3.75M 0.04%
218,031
+4,436
442
$3.74M 0.04%
71,163
-4,832
443
$3.7M 0.04%
44,896
+3,011
444
$3.66M 0.03%
93,727
-314
445
$3.65M 0.03%
35,367
+28,843
446
$3.64M 0.03%
29,515
+7,857
447
$3.63M 0.03%
132,543
+27,019
448
$3.62M 0.03%
22,252
+5,015
449
$3.6M 0.03%
17,386
+7,232
450
$3.56M 0.03%
20,489
+1,654
16 17
18
19 20