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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
1301
$478K ﹤0.01%
+43,931
1302
$477K ﹤0.01%
7,296
-640
1303
$475K ﹤0.01%
10,760
+47
1304
$474K ﹤0.01%
16,357
-4,115
1305
$473K ﹤0.01%
+2,941
1306
$472K ﹤0.01%
52,015
-3,577
1307
$471K ﹤0.01%
3,792
+3,408
1308
$470K ﹤0.01%
10,323
-150
1309
$470K ﹤0.01%
29,476
-3,129
1310
$469K ﹤0.01%
22,918
+2,449
1311
$469K ﹤0.01%
6,625
-22
1312
$469K ﹤0.01%
7,367
-13,886
1313
$468K ﹤0.01%
7,020
+608
1314
$468K ﹤0.01%
7,895
+6,376
1315
$467K ﹤0.01%
5,583
+4,990
1316
$467K ﹤0.01%
4,218
-277
1317
$466K ﹤0.01%
5,955
+946
1318
$465K ﹤0.01%
5,417
+1,232
1319
$464K ﹤0.01%
6,481
-1,916
1320
$463K ﹤0.01%
8,731
+209
1321
$463K ﹤0.01%
22,761
-3,861
1322
$463K ﹤0.01%
34,016
+6,966
1323
$460K ﹤0.01%
5,737
-1,385
1324
$459K ﹤0.01%
28,228
+9,550
1325
$458K ﹤0.01%
28,708
+11,500
51 52
53
54 55