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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
1126
$689K 0.01%
13,518
+3,916
1127
$688K 0.01%
1,718
-397
1128
$688K 0.01%
30,550
-273
1129
$688K 0.01%
12,718
-901
1130
$683K 0.01%
20,668
-15,050
1131
$681K 0.01%
7,721
-648
1132
$681K 0.01%
10,794
+3,553
1133
$680K 0.01%
+11,137
1134
$680K 0.01%
52,354
+3,700
1135
$680K 0.01%
3,812
+30
1136
$679K 0.01%
2,654
+2,527
1137
$677K 0.01%
10,362
-11,754
1138
$677K 0.01%
14,124
-4,995
1139
$676K 0.01%
11,777
+5,220
1140
$672K 0.01%
26,821
+13,450
1141
$671K 0.01%
30,996
+2,788
1142
$670K 0.01%
18,125
+14,855
1143
$665K 0.01%
5,616
+30
1144
$664K 0.01%
15,290
+7,429
1145
$662K 0.01%
9,680
-12,977
1146
$661K 0.01%
29,817
+732
1147
$659K 0.01%
6,722
-4,456
1148
$658K 0.01%
9,513
-2,630
1149
$657K 0.01%
28,071
+8,704
1150
$656K 0.01%
20,491
+5,263
44 45
46
47 48