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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
951
$953K 0.01%
44,691
+24,069
952
$951K 0.01%
13,558
-1,117
953
$949K 0.01%
3,122
+3,111
954
$948K 0.01%
122,250
+8,100
955
$944K 0.01%
15,969
-5,196
956
$944K 0.01%
82,684
+27,100
957
$943K 0.01%
6,540
-2,513
958
$942K 0.01%
14,129
-591
959
$941K 0.01%
+18,848
960
$939K 0.01%
23,117
-1,898
961
$935K 0.01%
15,827
+4,362
962
$935K 0.01%
26,486
+3,506
963
$934K 0.01%
10,526
+2,090
964
$933K 0.01%
5,395
+181
965
$931K 0.01%
21,694
-1,641
966
$929K 0.01%
7,165
-1,661
967
$925K 0.01%
50,193
+24,090
968
$922K 0.01%
143,860
+14,610
969
$922K 0.01%
775
+203
970
$917K 0.01%
33,978
+33,448
971
$917K 0.01%
17,995
+1,889
972
$916K 0.01%
24,382
+180
973
$914K 0.01%
108,000
+13,800
974
$913K 0.01%
7,529
+5,993
975
$913K 0.01%
60,845
+1,101
37 38
39
40 41