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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
901
$1.07M 0.01%
152,675
-3,116
902
$1.07M 0.01%
23,831
-306
903
$1.07M 0.01%
15,074
-71
904
$1.07M 0.01%
45,099
+30,576
905
$1.06M 0.01%
92,282
906
$1.06M 0.01%
6,191
-12,353
907
$1.06M 0.01%
31,765
-2,712
908
$1.06M 0.01%
67,841
-62,323
909
$1.06M 0.01%
28,070
+399
910
$1.05M 0.01%
+20,750
911
$1.05M 0.01%
7,266
-2,040
912
$1.05M 0.01%
30,341
+96
913
$1.04M 0.01%
4,362
+948
914
$1.04M 0.01%
36,791
+7,362
915
$1.04M 0.01%
8,395
+5,243
916
$1.03M 0.01%
46,835
-2,428
917
$1.03M 0.01%
17,917
-8,938
918
$1.03M 0.01%
8,985
+1,865
919
$1.03M 0.01%
22,919
+14,306
920
$1.03M 0.01%
84,797
-1,500
921
$1.03M 0.01%
1,787
+399
922
$1.02M 0.01%
21,751
-5,765
923
$1.02M 0.01%
29,303
+11,583
924
$1.02M 0.01%
2,264
+1,114
925
$1.02M 0.01%
38,291
-1,733
35 36
37
38 39