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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
726
$1.7M 0.02%
154,612
+35,284
727
$1.69M 0.02%
51,253
-723
728
$1.68M 0.02%
45,358
+5,406
729
$1.68M 0.02%
60,868
-183,296
730
$1.67M 0.02%
18,395
-3,537
731
$1.66M 0.02%
33,292
-1,464
732
$1.66M 0.02%
12,539
-989
733
$1.66M 0.02%
9,820
+2,363
734
$1.66M 0.02%
11,614
+2,068
735
$1.65M 0.02%
6,539
+3,172
736
$1.65M 0.02%
16,351
+5,700
737
$1.65M 0.02%
92,870
+19,258
738
$1.64M 0.02%
+58,887
739
$1.64M 0.02%
18,859
+3,247
740
$1.61M 0.02%
14,227
-907
741
$1.61M 0.02%
29,195
-800
742
$1.61M 0.02%
44,938
-105,393
743
$1.61M 0.02%
28,407
+2,872
744
$1.61M 0.02%
28,160
-1,410
745
$1.6M 0.02%
9,722
+393
746
$1.6M 0.02%
23,995
+22,032
747
$1.6M 0.02%
219,049
-87,845
748
$1.59M 0.02%
39,106
-25,394
749
$1.59M 0.02%
107,734
+1,827
750
$1.59M 0.02%
33,462
-449,974
28 29
30
31 32