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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
51
$42.7M 0.41%
162,981
+5,512
52
$42.1M 0.4%
156,959
+107
53
$42.1M 0.4%
185,501
-7,594
54
$40.8M 0.39%
174,202
+5,543
55
$40.4M 0.38%
111,082
+19,199
56
$39.9M 0.38%
391,458
+19,029
57
$39.5M 0.38%
802,764
+607,676
58
$39.3M 0.37%
315,136
+67,160
59
$39M 0.37%
246,583
+1,770
60
$38.7M 0.37%
1,622,187
+470,254
61
$38.3M 0.36%
484,031
-97,227
62
$38.1M 0.36%
254,995
+34,878
63
$37.7M 0.36%
123,305
-61,186
64
$37.3M 0.35%
186,270
-3,469
65
$37.3M 0.35%
1,560,725
-545,154
66
$37.1M 0.35%
694,617
+83,631
67
$37M 0.35%
388,129
-3,594
68
$36.9M 0.35%
719,958
+127,676
69
$36.8M 0.35%
349,226
+17,606
70
$36.4M 0.35%
170,624
+128,612
71
$35.5M 0.34%
488,081
-862
72
$35.4M 0.34%
505,986
+395,740
73
$34.3M 0.33%
247,967
+17,513
74
$34.3M 0.33%
169,647
-5,919
75
$33.7M 0.32%
1,187,755
+104,553
1 2
3
4 5