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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
476
$3.34M 0.03%
13,416
-2,900
477
$3.33M 0.03%
115,418
+6,500
478
$3.33M 0.03%
17,638
+5,791
479
$3.33M 0.03%
52,674
+18,698
480
$3.32M 0.03%
65,846
-288,366
481
$3.31M 0.03%
157,513
-14,935
482
$3.31M 0.03%
21,505
-8,301
483
$3.3M 0.03%
61,599
+10,495
484
$3.29M 0.03%
13,399
+3,002
485
$3.28M 0.03%
79,171
+15,572
486
$3.27M 0.03%
141,108
-4,020
487
$3.27M 0.03%
8,492
+548
488
$3.26M 0.03%
229,811
+10,978
489
$3.24M 0.03%
73,284
-95
490
$3.22M 0.03%
43,164
-16,770
491
$3.21M 0.03%
33,990
-1,379
492
$3.2M 0.03%
6,039
+714
493
$3.18M 0.03%
77,770
+165
494
$3.18M 0.03%
52,827
-7,006
495
$3.17M 0.03%
60,615
+4,541
496
$3.16M 0.03%
55,421
+9,507
497
$3.15M 0.03%
+67,735
498
$3.13M 0.03%
13,660
+2,666
499
$3.13M 0.03%
10,840
+141
500
$3.1M 0.03%
34,706
-317
18 19
20
21 22