NA

NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
26
$59.5M 0.56%
113,844
+13,287
27
$59M 0.56%
1,139,823
-11,952
28
$56.3M 0.53%
332,256
+14,566
29
$55.3M 0.53%
797,419
-195,944
30
$55M 0.52%
208,453
+25,154
31
$54.5M 0.52%
235,796
+9,255
32
$53.3M 0.51%
152,961
+8,120
33
$52.2M 0.5%
367,767
+14,882
34
$52.1M 0.49%
218,719
+22,778
35
$51.9M 0.49%
246,217
+15,762
36
$51.4M 0.49%
247,193
-12,445
37
$51.2M 0.49%
174,090
+5,131
38
$50.6M 0.48%
1,152,467
+31,243
39
$50.4M 0.48%
473,863
-17,419
40
$50.2M 0.48%
2,011,977
-764,001
41
$50.1M 0.48%
1,091,368
+68,686
42
$50.1M 0.48%
209,913
+17,359
43
$49.4M 0.47%
949,474
+39,933
44
$47.3M 0.45%
478,108
+40,974
45
$46.7M 0.44%
434,347
+40,122
46
$46.4M 0.44%
68,859
+7,551
47
$46.3M 0.44%
1,989,934
+1,275,877
48
$45.5M 0.43%
264,742
+34,895
49
$45.3M 0.43%
227,676
+256
50
$43.6M 0.41%
53,865
-203
1
2
3 4 5