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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
1276
$503K ﹤0.01%
5,307
+3,270
1277
$503K ﹤0.01%
31,976
+10,937
1278
$502K ﹤0.01%
20,701
+1,007
1279
$502K ﹤0.01%
62,118
+10,478
1280
$502K ﹤0.01%
11,041
+2,983
1281
$500K ﹤0.01%
7,815
-284
1282
$500K ﹤0.01%
5,990
+348
1283
$498K ﹤0.01%
8,919
-642
1284
$496K ﹤0.01%
12,720
+3,768
1285
$496K ﹤0.01%
24,553
+24,264
1286
$493K ﹤0.01%
42,475
+1,975
1287
$493K ﹤0.01%
106,800
+5,400
1288
$493K ﹤0.01%
75,000
1289
$492K ﹤0.01%
3,629
+1,707
1290
$491K ﹤0.01%
6,598
-1,596
1291
$491K ﹤0.01%
1,773
+242
1292
$490K ﹤0.01%
28,932
+174
1293
$489K ﹤0.01%
84,189
+8,428
1294
$487K ﹤0.01%
6,914
+1,253
1295
$486K ﹤0.01%
12,880
-900
1296
$486K ﹤0.01%
19,756
+16,602
1297
$485K ﹤0.01%
20,175
-3,900
1298
$482K ﹤0.01%
7,762
+7,657
1299
$482K ﹤0.01%
9,568
+2,742
1300
$478K ﹤0.01%
16,065
-2,174
50 51
52
53 54