NA

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
551
$2.8M 0.03%
44,598
+491
552
$2.79M 0.03%
88,853
-105,254
553
$2.78M 0.03%
85,950
+21,716
554
$2.76M 0.03%
30,959
+2,789
555
$2.76M 0.03%
119,820
-59,133
556
$2.76M 0.03%
24,978
+4,512
557
$2.74M 0.03%
116,775
-1,533
558
$2.74M 0.03%
37,045
+1,011
559
$2.73M 0.03%
114,098
+1,706
560
$2.71M 0.03%
39,317
-291
561
$2.7M 0.03%
70,034
-4,218
562
$2.67M 0.03%
16,119
-7,470
563
$2.67M 0.03%
81,674
-15,409
564
$2.66M 0.03%
91,298
+59,829
565
$2.65M 0.03%
13,047
-4,358
566
$2.65M 0.03%
9,248
+1,863
567
$2.64M 0.03%
63,526
-33,063
568
$2.64M 0.03%
34,799
-101
569
$2.63M 0.03%
27,763
+1,711
570
$2.63M 0.03%
96,926
-1,036
571
$2.63M 0.03%
33,381
+7,365
572
$2.59M 0.02%
73,016
+20,705
573
$2.58M 0.02%
23,690
+6,802
574
$2.57M 0.02%
76,313
+16,644
575
$2.56M 0.02%
39,967
-2,847
21 22
23
24 25