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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
1426
$388K ﹤0.01%
6,472
+71
1427
$387K ﹤0.01%
6,007
+5,973
1428
$386K ﹤0.01%
8,388
+619
1429
$383K ﹤0.01%
12,961
+10,312
1430
$383K ﹤0.01%
4,234
+574
1431
$383K ﹤0.01%
2,489
+592
1432
$382K ﹤0.01%
15,193
+3,289
1433
$382K ﹤0.01%
4,034
-425
1434
$382K ﹤0.01%
6,322
-278
1435
$381K ﹤0.01%
10,174
-81
1436
$380K ﹤0.01%
40,600
+11,200
1437
$380K ﹤0.01%
40,723
-193
1438
$380K ﹤0.01%
49,024
+10,485
1439
$379K ﹤0.01%
1,421
+9
1440
$379K ﹤0.01%
2,075
+1,627
1441
$378K ﹤0.01%
54
+1
1442
$378K ﹤0.01%
3,826
+2,251
1443
$377K ﹤0.01%
34,786
+3,450
1444
$374K ﹤0.01%
15,729
+15,124
1445
$374K ﹤0.01%
16,217
-234
1446
$373K ﹤0.01%
2,882
-322
1447
$373K ﹤0.01%
2,899
-109
1448
$373K ﹤0.01%
14,889
+1,250
1449
$373K ﹤0.01%
15,660
+924
1450
$372K ﹤0.01%
+4,479
56 57
58
59 60