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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
776
$1.48M 0.01%
15,533
-257
777
$1.47M 0.01%
+28,001
778
$1.47M 0.01%
18,813
+292
779
$1.47M 0.01%
211,759
+143,719
780
$1.46M 0.01%
29,678
-4,919
781
$1.46M 0.01%
12,687
-320
782
$1.45M 0.01%
31,946
+13,740
783
$1.45M 0.01%
23,403
+14,364
784
$1.44M 0.01%
25,431
-12,811
785
$1.44M 0.01%
32,639
+3,454
786
$1.43M 0.01%
53,229
-3,008
787
$1.43M 0.01%
29,580
+6,632
788
$1.43M 0.01%
19,003
-304
789
$1.42M 0.01%
28,917
-5,666
790
$1.42M 0.01%
11,621
+551
791
$1.41M 0.01%
67,760
+53,042
792
$1.41M 0.01%
50,990
+1,375
793
$1.41M 0.01%
57,595
-5,275
794
$1.41M 0.01%
24,218
-8,265
795
$1.41M 0.01%
27,696
+10,232
796
$1.41M 0.01%
31,917
-1,370
797
$1.41M 0.01%
23,747
+849
798
$1.4M 0.01%
39,390
-7,102
799
$1.39M 0.01%
24,000
-26,595
800
$1.39M 0.01%
10,578
+2,361
30 31
32
33 34