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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
1101
$722K 0.01%
22,021
-8,181
1102
$722K 0.01%
52,855
+5,917
1103
$720K 0.01%
13,337
-993
1104
$720K 0.01%
64,282
+3,872
1105
$718K 0.01%
68,800
+12,100
1106
$717K 0.01%
17,334
+9,651
1107
$716K 0.01%
4,750
-10,492
1108
$715K 0.01%
15,510
+9,283
1109
$710K 0.01%
165,972
-4,059
1110
$710K 0.01%
61,097
+16,454
1111
$709K 0.01%
18,994
+6,865
1112
$704K 0.01%
10,256
+4,439
1113
$701K 0.01%
64,957
+29,659
1114
$700K 0.01%
32,855
+27,710
1115
$699K 0.01%
+50,685
1116
$698K 0.01%
30,955
-5,140
1117
$697K 0.01%
24,734
+452
1118
$697K 0.01%
61,494
+4,200
1119
$696K 0.01%
102,647
+185
1120
$695K 0.01%
255,400
+7,900
1121
$695K 0.01%
16,282
+581
1122
$691K 0.01%
22,300
+2,942
1123
$691K 0.01%
40,974
+16,283
1124
$690K 0.01%
21,571
+2,635
1125
$689K 0.01%
18,458
-2,739
43 44
45
46 47