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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
101
$25.7M 0.24%
687,998
+120,072
102
$25.6M 0.24%
143,301
+10,752
103
$25.5M 0.24%
1,022,309
+388,933
104
$25.5M 0.24%
161,927
-17,455
105
$24.6M 0.23%
69,037
+6,924
106
$24.5M 0.23%
124,430
-16,743
107
$23.1M 0.22%
485,892
+240,552
108
$22.5M 0.21%
1,089,241
-201,710
109
$22.3M 0.21%
51,919
-2,269
110
$21.8M 0.21%
663,878
+99,352
111
$21.3M 0.2%
117,327
+12,879
112
$21.1M 0.2%
188,995
-2,904
113
$21.1M 0.2%
414,196
+72,979
114
$21.1M 0.2%
416,733
+19,622
115
$21M 0.2%
224,677
+24,743
116
$20.6M 0.2%
673,420
+307,084
117
$20.4M 0.19%
141,505
+6,091
118
$19.9M 0.19%
251,137
-37,987
119
$19.7M 0.19%
255,006
+9,304
120
$19.6M 0.19%
485,382
+7,894
121
$19.6M 0.19%
327,829
-30,023
122
$19.4M 0.18%
86,377
+75,125
123
$19.2M 0.18%
323,588
+1,546
124
$19.1M 0.18%
50,553
+12,330
125
$19.1M 0.18%
77,989
+3,408
3 4
5
6 7