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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
1226
$559K 0.01%
14,442
+12,846
1227
$558K 0.01%
56,110
+16,740
1228
$557K 0.01%
51,400
+15,400
1229
$553K 0.01%
2,527
+469
1230
$551K 0.01%
22,632
-3,496
1231
$551K 0.01%
16,422
-34
1232
$551K 0.01%
13,345
-13,471
1233
$550K 0.01%
2,484
+1,616
1234
$548K 0.01%
+69,407
1235
$547K 0.01%
755,716
+102,130
1236
$546K 0.01%
16,357
-134,223
1237
$546K 0.01%
20,567
+5,957
1238
$545K 0.01%
7,371
-160
1239
$545K 0.01%
3,316
+2,707
1240
$544K 0.01%
2,885
-842
1241
$542K 0.01%
7,427
+906
1242
$542K 0.01%
3,165
+1,667
1243
$541K 0.01%
3,613
+325
1244
$540K 0.01%
10,508
+532
1245
$540K 0.01%
18,226
1246
$540K 0.01%
2,887
+2,716
1247
$539K 0.01%
48,773
+4,276
1248
$537K 0.01%
86,611
-51,826
1249
$537K 0.01%
102,161
+7,589
1250
$537K 0.01%
36,023
-362
48 49
50
51 52