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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
1051
$792K 0.01%
6,058
-9,406
1052
$788K 0.01%
8,941
+5,163
1053
$787K 0.01%
22,151
+5,391
1054
$786K 0.01%
40,710
+8,340
1055
$785K 0.01%
86,800
+4,400
1056
$784K 0.01%
8,045
-21,179
1057
$782K 0.01%
19,860
-16,671
1058
$781K 0.01%
14,705
+8,332
1059
$781K 0.01%
14,550
+1,706
1060
$778K 0.01%
25,446
-5,022
1061
$777K 0.01%
9,846
-1,006
1062
$775K 0.01%
22,320
-254,753
1063
$775K 0.01%
536
+5
1064
$772K 0.01%
29,967
-53,312
1065
$771K 0.01%
26,030
+4,436
1066
$766K 0.01%
11,112
-5,435
1067
$764K 0.01%
20,436
+4,267
1068
$764K 0.01%
4,196
+3,191
1069
$763K 0.01%
19,792
+2,281
1070
$762K 0.01%
14,103
-10,635
1071
$760K 0.01%
14,563
+8,619
1072
$760K 0.01%
240,500
+7,800
1073
$760K 0.01%
3,357
-380
1074
$758K 0.01%
+16,084
1075
$758K 0.01%
25,305
+7,127
41 42
43
44 45