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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
751
$1.58M 0.02%
25,250
+10,349
752
$1.57M 0.01%
11,545
+704
753
$1.57M 0.01%
38,348
+3,008
754
$1.56M 0.01%
5,053
+395
755
$1.56M 0.01%
41,344
+2,423
756
$1.55M 0.01%
67,637
+67,488
757
$1.55M 0.01%
+29,393
758
$1.55M 0.01%
133,073
+5,715
759
$1.55M 0.01%
2,635
+605
760
$1.55M 0.01%
49,090
-4,455
761
$1.54M 0.01%
14,247
+523
762
$1.54M 0.01%
48,506
+11,478
763
$1.52M 0.01%
84,441
+4,374
764
$1.52M 0.01%
19,792
-1,779
765
$1.51M 0.01%
12,148
-5,580
766
$1.51M 0.01%
+36,851
767
$1.51M 0.01%
15,254
-1,919
768
$1.51M 0.01%
11,604
+4,165
769
$1.5M 0.01%
25,067
-2,763
770
$1.5M 0.01%
40,898
+14,315
771
$1.5M 0.01%
10,854
-59
772
$1.5M 0.01%
14,542
+2,254
773
$1.48M 0.01%
18,576
+928
774
$1.48M 0.01%
36,037
-14,378
775
$1.48M 0.01%
37,945
-2,734
29 30
31
32 33