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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
676
$1.93M 0.02%
44,896
+5,627
677
$1.93M 0.02%
31,806
+4,183
678
$1.93M 0.02%
15,067
+1,540
679
$1.91M 0.02%
44,684
+14,381
680
$1.91M 0.02%
47,296
+18,746
681
$1.91M 0.02%
10,987
-3,813
682
$1.91M 0.02%
93,548
+58,826
683
$1.9M 0.02%
13,706
+705
684
$1.9M 0.02%
33,898
-343
685
$1.9M 0.02%
24,602
+288
686
$1.9M 0.02%
9,399
-2,698
687
$1.89M 0.02%
695
-11
688
$1.89M 0.02%
40,025
-3,423
689
$1.89M 0.02%
46,845
+40,094
690
$1.88M 0.02%
81,218
+80,428
691
$1.88M 0.02%
18,129
-11,600
692
$1.87M 0.02%
39,764
+10,292
693
$1.87M 0.02%
90,804
-7,435
694
$1.86M 0.02%
80,770
+1,469
695
$1.86M 0.02%
224,980
+12,076
696
$1.86M 0.02%
32,325
-8,607
697
$1.85M 0.02%
29,682
+7,665
698
$1.85M 0.02%
6,292
+420
699
$1.84M 0.02%
82,534
-55
700
$1.83M 0.02%
31,409
+15,814
26 27
28
29 30