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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
626
$2.19M 0.02%
93,579
+60,177
627
$2.19M 0.02%
27,332
-4,822
628
$2.19M 0.02%
84,238
+40,544
629
$2.17M 0.02%
86,273
+66,140
630
$2.16M 0.02%
22,096
+560
631
$2.16M 0.02%
61,286
+50,752
632
$2.15M 0.02%
20,283
+1,863
633
$2.15M 0.02%
122,255
-294,558
634
$2.15M 0.02%
20,797
+10,934
635
$2.14M 0.02%
+65,137
636
$2.13M 0.02%
59,356
-15,136
637
$2.13M 0.02%
98,954
-9,745
638
$2.11M 0.02%
59,252
-657
639
$2.11M 0.02%
42,640
+7,816
640
$2.1M 0.02%
14,886
+4,794
641
$2.09M 0.02%
43,970
+13,729
642
$2.09M 0.02%
41,155
-27,926
643
$2.09M 0.02%
49,709
-2,420
644
$2.08M 0.02%
51,723
+3,368
645
$2.08M 0.02%
25,352
+8,157
646
$2.07M 0.02%
111,772
+6,901
647
$2.07M 0.02%
18,371
-3,112
648
$2.07M 0.02%
57,110
+4,766
649
$2.06M 0.02%
17,387
-365
650
$2.05M 0.02%
104,136
+7,169
24 25
26
27 28