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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
601
$2.42M 0.02%
52,709
-1,326
602
$2.42M 0.02%
38,513
+8,096
603
$2.41M 0.02%
203,563
-59,581
604
$2.4M 0.02%
9,507
+678
605
$2.4M 0.02%
1,386
-519
606
$2.39M 0.02%
76,176
+22,993
607
$2.37M 0.02%
67,757
-7,851
608
$2.36M 0.02%
130,332
+125,224
609
$2.36M 0.02%
19,962
+4,178
610
$2.35M 0.02%
55,671
-356
611
$2.34M 0.02%
5,076
+2,221
612
$2.33M 0.02%
52,878
+11,399
613
$2.32M 0.02%
35,758
-1,620
614
$2.32M 0.02%
4,607
+2,124
615
$2.31M 0.02%
23,145
+10,726
616
$2.31M 0.02%
67,807
-23,052
617
$2.3M 0.02%
14,910
-3,069
618
$2.3M 0.02%
41,378
+1,696
619
$2.29M 0.02%
18,950
+7,763
620
$2.28M 0.02%
36,315
-12,454
621
$2.27M 0.02%
94,096
+59,763
622
$2.27M 0.02%
24,313
+1,992
623
$2.25M 0.02%
88,666
+86,677
624
$2.2M 0.02%
+81,532
625
$2.19M 0.02%
26,030
+7,603
23 24
25
26 27