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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
1076
$757K 0.01%
102,808
+12,200
1077
$757K 0.01%
62,295
+1,603
1078
$753K 0.01%
118,300
+6,100
1079
$752K 0.01%
10,469
-2,823
1080
$752K 0.01%
16,627
-66
1081
$749K 0.01%
14,981
+7,299
1082
$748K 0.01%
30,828
-11,534
1083
$747K 0.01%
22,697
+4,295
1084
$747K 0.01%
8,187
-2,011
1085
$746K 0.01%
3,615
+3,422
1086
$745K 0.01%
32,177
+2,473
1087
$744K 0.01%
7,371
-23,245
1088
$743K 0.01%
8,213
-80
1089
$742K 0.01%
10,403
+6,707
1090
$741K 0.01%
16,254
+2,849
1091
$740K 0.01%
9,197
-2,136
1092
$737K 0.01%
6,075
-2,341
1093
$733K 0.01%
70,750
+9,300
1094
$732K 0.01%
12,255
+2,022
1095
$732K 0.01%
10,056
+3,690
1096
$730K 0.01%
16,773
-5,701
1097
$728K 0.01%
3,228
+1,639
1098
$728K 0.01%
16,736
+3,582
1099
$727K 0.01%
8,782
-2,515
1100
$725K 0.01%
16,494
+3,050
42 43
44
45 46