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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
801
$1.39M 0.01%
41,169
+6,421
802
$1.39M 0.01%
78,972
-24,416
803
$1.39M 0.01%
39,094
-10,870
804
$1.39M 0.01%
28,070
+5,800
805
$1.39M 0.01%
+60,698
806
$1.38M 0.01%
13,096
-543
807
$1.38M 0.01%
28,137
+14,634
808
$1.37M 0.01%
25,118
+544
809
$1.37M 0.01%
+51,711
810
$1.37M 0.01%
42,486
-6,452
811
$1.37M 0.01%
15,986
-199
812
$1.36M 0.01%
3,045
+3,007
813
$1.36M 0.01%
65,457
+42,255
814
$1.36M 0.01%
12,492
+12,110
815
$1.35M 0.01%
27,081
-20,122
816
$1.35M 0.01%
66,282
+1,294
817
$1.34M 0.01%
17,054
-28,923
818
$1.34M 0.01%
43,978
+8,860
819
$1.33M 0.01%
4,640
+46
820
$1.33M 0.01%
110,856
+6,321
821
$1.32M 0.01%
12,458
-207
822
$1.32M 0.01%
9,713
-2,229
823
$1.32M 0.01%
41,951
+3,291
824
$1.31M 0.01%
40,138
+7,185
825
$1.31M 0.01%
73,396
+12,901
31 32
33
34 35