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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
1176
$614K 0.01%
66,493
+4,529
1177
$612K 0.01%
4,579
-3,098
1178
$612K 0.01%
7,611
+930
1179
$612K 0.01%
54,975
+3,100
1180
$611K 0.01%
9,006
-143
1181
$610K 0.01%
13,988
-4,108
1182
$608K 0.01%
+14,673
1183
$608K 0.01%
8,275
+3,944
1184
$607K 0.01%
11,486
-18,311
1185
$606K 0.01%
23,750
-18,815
1186
$605K 0.01%
4,066
-1,285
1187
$605K 0.01%
18,293
-20,301
1188
$604K 0.01%
9,303
+539
1189
$604K 0.01%
2,947
+391
1190
$603K 0.01%
4,535
-1,291
1191
$603K 0.01%
10,833
+8,633
1192
$602K 0.01%
72,983
-20,000
1193
$597K 0.01%
5,523
+3,710
1194
$596K 0.01%
+25,757
1195
$594K 0.01%
82,600
+10,100
1196
$592K 0.01%
44,416
-9,512
1197
$591K 0.01%
16,321
+16,230
1198
$590K 0.01%
11,910
+8,849
1199
$588K 0.01%
7,665
+372
1200
$588K 0.01%
6,632
+859
46 47
48
49 50