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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
1201
$586K 0.01%
11,905
+23
1202
$586K 0.01%
12,210
+2,556
1203
$584K 0.01%
+18,111
1204
$584K 0.01%
11,112
+56
1205
$582K 0.01%
46,730
+4,800
1206
$581K 0.01%
73,894
+8,894
1207
$580K 0.01%
9,815
+6,677
1208
$577K 0.01%
48,370
+2,851
1209
$576K 0.01%
7,752
-2,478
1210
$571K 0.01%
39,668
+12,346
1211
$571K 0.01%
6,680
-53
1212
$570K 0.01%
25,811
-11,136
1213
$570K 0.01%
39,541
-65,395
1214
$569K 0.01%
12,790
-4,320
1215
$569K 0.01%
49,130
+7,987
1216
$569K 0.01%
18,846
-528
1217
$568K 0.01%
17,547
+583
1218
$567K 0.01%
+11,773
1219
$566K 0.01%
70,865
+6,781
1220
$566K 0.01%
10,909
-711
1221
$565K 0.01%
7,232
+13
1222
$564K 0.01%
36,985
+11,000
1223
$563K 0.01%
10,542
+300
1224
$563K 0.01%
11,746
+8,162
1225
$561K 0.01%
48,970
+9,420
47 48
49
50 51