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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
1351
$440K ﹤0.01%
9,039
-4,769
1352
$440K ﹤0.01%
12,903
-3,750
1353
$439K ﹤0.01%
42,001
+9,398
1354
$438K ﹤0.01%
20,724
+8,804
1355
$437K ﹤0.01%
3,750
+19
1356
$437K ﹤0.01%
4,272
+2,023
1357
$436K ﹤0.01%
6,910
+490
1358
$433K ﹤0.01%
3,783
+3
1359
$432K ﹤0.01%
2,195
+1,627
1360
$431K ﹤0.01%
24,160
-1,636
1361
$431K ﹤0.01%
+4,406
1362
$430K ﹤0.01%
36,619
+3,185
1363
$430K ﹤0.01%
9,582
1364
$428K ﹤0.01%
3,388
-272
1365
$426K ﹤0.01%
25,219
+14,399
1366
$425K ﹤0.01%
8,172
+150
1367
$424K ﹤0.01%
21,399
-3,337
1368
$424K ﹤0.01%
44,756
+44,726
1369
$423K ﹤0.01%
9,188
-2,670
1370
$422K ﹤0.01%
10,076
+1,211
1371
$421K ﹤0.01%
15,800
+1,953
1372
$420K ﹤0.01%
11,194
+145
1373
$420K ﹤0.01%
3,174
-67
1374
$419K ﹤0.01%
1,100
+695
1375
$418K ﹤0.01%
+49,557
53 54
55
56 57