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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
76
$33.3M 0.32%
109,783
-2,707
77
$33.2M 0.32%
452,912
+353,071
78
$32.4M 0.31%
336,280
-114,769
79
$32.3M 0.31%
399,564
-51,129
80
$31.4M 0.3%
322,807
-74,290
81
$30.5M 0.29%
703,605
-44,860
82
$30.5M 0.29%
755,986
+36,322
83
$30.2M 0.29%
396,806
+59,895
84
$29.2M 0.28%
1,138,266
+831,893
85
$29M 0.28%
57,781
+1,749
86
$28.8M 0.27%
1,206,467
+70,303
87
$28.4M 0.27%
1,243,060
+781,928
88
$27.8M 0.26%
421,190
-112,380
89
$27.6M 0.26%
180,301
+19,402
90
$27.4M 0.26%
1,077,489
-337,038
91
$27.3M 0.26%
103,939
-4,362
92
$26.8M 0.25%
1,197,227
+792,295
93
$26.6M 0.25%
525,973
+111,999
94
$26.3M 0.25%
109,061
+5,111
95
$26.2M 0.25%
119,556
-1,056
96
$26.2M 0.25%
138,007
+9,887
97
$26M 0.25%
1,161,886
+259,579
98
$25.9M 0.25%
87,035
+4,320
99
$25.9M 0.25%
166,126
+163,264
100
$25.8M 0.25%
519,019
-221,715
2 3
4
5 6