NA

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
1326
$458K ﹤0.01%
9,725
-2,275
1327
$458K ﹤0.01%
15,617
+1,484
1328
$457K ﹤0.01%
198,426
+17,199
1329
$453K ﹤0.01%
125,600
+3,300
1330
$453K ﹤0.01%
69,100
+7,600
1331
$452K ﹤0.01%
56,965
+499
1332
$452K ﹤0.01%
10,279
-18,425
1333
$452K ﹤0.01%
+2,004
1334
$451K ﹤0.01%
14,228
+11,094
1335
$451K ﹤0.01%
15,109
+12,474
1336
$451K ﹤0.01%
34,199
+681
1337
$450K ﹤0.01%
9,032
+1,226
1338
$450K ﹤0.01%
10,654
+10,508
1339
$449K ﹤0.01%
4,875
+3,290
1340
$449K ﹤0.01%
28,704
-3,768
1341
$448K ﹤0.01%
4,983
+498
1342
$447K ﹤0.01%
6,422
+722
1343
$445K ﹤0.01%
3,890
-64,241
1344
$444K ﹤0.01%
7,886
-1,814
1345
$443K ﹤0.01%
11,782
+11,472
1346
$443K ﹤0.01%
14,510
-837
1347
$441K ﹤0.01%
5,344
-73
1348
$440K ﹤0.01%
+17,930
1349
$440K ﹤0.01%
15,427
-6,945
1350
$440K ﹤0.01%
11,254
+1,823
52 53
54
55 56