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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
851
$1.22M 0.01%
18,451
+454
852
$1.22M 0.01%
153,495
+9,850
853
$1.22M 0.01%
9,920
+8,145
854
$1.21M 0.01%
41,399
+41
855
$1.21M 0.01%
18,969
-11,145
856
$1.21M 0.01%
53,421
-23,946
857
$1.21M 0.01%
276,406
+141,965
858
$1.21M 0.01%
19,692
-21,547
859
$1.19M 0.01%
5,976
+641
860
$1.19M 0.01%
72,958
+58,519
861
$1.19M 0.01%
37,451
-13,911
862
$1.18M 0.01%
21,759
-4,940
863
$1.18M 0.01%
50,842
+922
864
$1.18M 0.01%
37,545
+32,059
865
$1.17M 0.01%
36,394
+1,473
866
$1.17M 0.01%
51,615
+391
867
$1.17M 0.01%
51,601
-1,312
868
$1.17M 0.01%
9,395
+42
869
$1.16M 0.01%
21,794
-628
870
$1.16M 0.01%
71,953
-7,318
871
$1.16M 0.01%
47,820
+11,482
872
$1.16M 0.01%
26,506
+543
873
$1.16M 0.01%
44,888
-6,396
874
$1.15M 0.01%
7,393
-2,312
875
$1.14M 0.01%
57,799
+2,690
33 34
35
36 37