NA

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
701
$1.82M 0.02%
55,237
+54,745
702
$1.82M 0.02%
98,915
-8,775
703
$1.82M 0.02%
40,203
+1,696
704
$1.81M 0.02%
41,369
-11,217
705
$1.8M 0.02%
12,989
-31
706
$1.8M 0.02%
22,680
+4,980
707
$1.8M 0.02%
17,652
+3,004
708
$1.79M 0.02%
25,306
-4,446
709
$1.78M 0.02%
44,645
+3,215
710
$1.78M 0.02%
32,629
-90,424
711
$1.77M 0.02%
24,181
+3,226
712
$1.77M 0.02%
25,825
-49
713
$1.77M 0.02%
8,128
+1,474
714
$1.76M 0.02%
25,342
-2,698
715
$1.76M 0.02%
12,265
+1,212
716
$1.76M 0.02%
304,280
-11,294
717
$1.75M 0.02%
25,837
-508
718
$1.74M 0.02%
80,481
+22,332
719
$1.73M 0.02%
29,932
+1,839
720
$1.73M 0.02%
31,432
+7,968
721
$1.72M 0.02%
54,549
+28,094
722
$1.72M 0.02%
48,452
-2,247
723
$1.71M 0.02%
44,160
+7,599
724
$1.7M 0.02%
28,156
-2,368
725
$1.7M 0.02%
12,681
+1,361
27 28
29
30 31