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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
1026
$840K 0.01%
19,812
+1,072
1027
$839K 0.01%
36,569
-8,297
1028
$838K 0.01%
60,310
+13,650
1029
$837K 0.01%
7,642
+3,441
1030
$834K 0.01%
24,161
-1,676
1031
$832K 0.01%
31,682
+31,605
1032
$832K 0.01%
37,991
+5,331
1033
$830K 0.01%
11,551
-11,741
1034
$827K 0.01%
18,902
+7,547
1035
$825K 0.01%
16,779
-354
1036
$825K 0.01%
46,152
+20,245
1037
$823K 0.01%
44,551
+10,853
1038
$823K 0.01%
70,238
+4,866
1039
$821K 0.01%
4,329
-106
1040
$820K 0.01%
14,887
+14,806
1041
$817K 0.01%
10,015
-6,890
1042
$814K 0.01%
4,027
+3,791
1043
$813K 0.01%
8,341
+2,983
1044
$813K 0.01%
60,623
+905
1045
$807K 0.01%
22,450
-10,427
1046
$804K 0.01%
13,545
+1,703
1047
$803K 0.01%
29,481
+675
1048
$803K 0.01%
25,277
+5,572
1049
$799K 0.01%
50,127
+21,139
1050
$794K 0.01%
10,580
+3,143
40 41
42
43 44