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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
876
$1.13M 0.01%
46,809
+12,774
877
$1.13M 0.01%
45,924
-13,305
878
$1.13M 0.01%
14,206
-754
879
$1.13M 0.01%
6,232
+6,137
880
$1.12M 0.01%
27,246
+26,229
881
$1.12M 0.01%
6,799
+6,464
882
$1.12M 0.01%
20,295
+5,258
883
$1.11M 0.01%
87,678
+9,673
884
$1.1M 0.01%
50,731
+298
885
$1.1M 0.01%
49,351
-840
886
$1.1M 0.01%
23,202
+960
887
$1.1M 0.01%
15,056
+3,333
888
$1.1M 0.01%
24,796
-2,502
889
$1.1M 0.01%
224,010
-6,900
890
$1.09M 0.01%
11,913
+2
891
$1.09M 0.01%
6,723
-1,905
892
$1.09M 0.01%
72,214
+13,200
893
$1.09M 0.01%
32,402
+32,093
894
$1.08M 0.01%
88,308
-4,169
895
$1.08M 0.01%
58,315
+10,285
896
$1.08M 0.01%
177,914
+11,392
897
$1.08M 0.01%
+18,682
898
$1.08M 0.01%
15,530
+4,024
899
$1.08M 0.01%
15,101
-8,296
900
$1.07M 0.01%
10,367
-157
34 35
36
37 38