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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
501
$3.08M 0.03%
330,104
+5,709
502
$3.07M 0.03%
178,563
+16,427
503
$3.07M 0.03%
8,652
+986
504
$3.05M 0.03%
18,283
+10,756
505
$3.05M 0.03%
46,430
+4,452
506
$3.05M 0.03%
63,103
-541,996
507
$3.03M 0.03%
153,940
+2,823
508
$3.01M 0.03%
36,894
+4,135
509
$3.01M 0.03%
3,740
+776
510
$3.01M 0.03%
33,124
-2,299
511
$3M 0.03%
53,316
+3,493
512
$2.99M 0.03%
5,290
+1,190
513
$2.99M 0.03%
11,857
+987
514
$2.98M 0.03%
178,272
+696
515
$2.98M 0.03%
21,674
+4,962
516
$2.98M 0.03%
11,008
+884
517
$2.97M 0.03%
44,623
+5,023
518
$2.96M 0.03%
19,519
+1,672
519
$2.94M 0.03%
92,040
+655
520
$2.94M 0.03%
69,214
-3,560
521
$2.94M 0.03%
113,811
-17,491
522
$2.93M 0.03%
74,097
+55,501
523
$2.92M 0.03%
80,486
-92,334
524
$2.91M 0.03%
22,153
+1,594
525
$2.91M 0.03%
22,444
-5,607
19 20
21
22 23