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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
576
$2.56M 0.02%
9,023
-1,474
577
$2.56M 0.02%
50,367
+39,929
578
$2.55M 0.02%
117,872
+8,724
579
$2.54M 0.02%
60,770
-13,680
580
$2.54M 0.02%
2,997
+89
581
$2.54M 0.02%
92,979
-2,832
582
$2.54M 0.02%
37,851
+3,425
583
$2.54M 0.02%
108,548
+58,553
584
$2.54M 0.02%
119,765
+103,570
585
$2.53M 0.02%
18,447
+3,948
586
$2.53M 0.02%
22,336
+1,154
587
$2.51M 0.02%
48,559
+20,596
588
$2.5M 0.02%
60,801
-56,317
589
$2.49M 0.02%
98,985
+23,000
590
$2.49M 0.02%
49,710
-16,906
591
$2.48M 0.02%
26,291
+19,901
592
$2.47M 0.02%
75,746
-5,976
593
$2.47M 0.02%
194,073
+78,247
594
$2.46M 0.02%
32,400
+5,626
595
$2.46M 0.02%
73,238
+29,642
596
$2.45M 0.02%
12,112
-724
597
$2.45M 0.02%
18,966
-3,870
598
$2.44M 0.02%
6,924
-455
599
$2.43M 0.02%
17,005
-6,474
600
$2.42M 0.02%
41,090
-10,057
22 23
24
25 26