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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
651
$2.04M 0.02%
22,660
+3,580
652
$2.04M 0.02%
19,683
-42
653
$2.04M 0.02%
54,612
-13,726
654
$2.04M 0.02%
4,290
+4
655
$2.03M 0.02%
59,477
-14,331
656
$2.03M 0.02%
87,190
-6,214
657
$2.03M 0.02%
21,830
+4,202
658
$2.02M 0.02%
19,888
+550
659
$2.01M 0.02%
13,694
+649
660
$1.98M 0.02%
25,795
-3,337
661
$1.97M 0.02%
56,707
+13,230
662
$1.97M 0.02%
30,478
-1,162
663
$1.96M 0.02%
4,406
+274
664
$1.96M 0.02%
39,058
+2,174
665
$1.96M 0.02%
1,812,187
-430,627
666
$1.96M 0.02%
44,104
+15,163
667
$1.95M 0.02%
601,011
+61,256
668
$1.95M 0.02%
12,940
+2,576
669
$1.95M 0.02%
29,601
-274
670
$1.94M 0.02%
59,797
-64,193
671
$1.94M 0.02%
10,421
+7,622
672
$1.94M 0.02%
7,796
+3,084
673
$1.94M 0.02%
34,214
+4,865
674
$1.93M 0.02%
39,423
+1,363
675
$1.93M 0.02%
49,004
+12,275
25 26
27
28 29