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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
1451
$371K ﹤0.01%
6,815
+588
1452
$368K ﹤0.01%
14,530
-18,080
1453
$368K ﹤0.01%
30,252
+8,337
1454
$368K ﹤0.01%
5,303
+417
1455
$368K ﹤0.01%
4,917
-1,149
1456
$367K ﹤0.01%
16,430
+3,252
1457
$367K ﹤0.01%
28,552
+6,900
1458
$364K ﹤0.01%
12,075
-34,487
1459
$364K ﹤0.01%
12,549
+1,160
1460
$363K ﹤0.01%
13,198
-4,254
1461
$362K ﹤0.01%
9,955
+493
1462
$362K ﹤0.01%
4,367
+404
1463
$361K ﹤0.01%
5,871
-536
1464
$361K ﹤0.01%
34,300
+9,550
1465
$360K ﹤0.01%
14,235
+9,460
1466
$359K ﹤0.01%
16,207
1467
$359K ﹤0.01%
5,727
-1,113
1468
$358K ﹤0.01%
2,237
-543
1469
$357K ﹤0.01%
13,514
+1,809
1470
$357K ﹤0.01%
180,900
-35,000
1471
$354K ﹤0.01%
62,650
+1,350
1472
$353K ﹤0.01%
864
+423
1473
$353K ﹤0.01%
1,439
-436
1474
$353K ﹤0.01%
5,064
+2,765
1475
$352K ﹤0.01%
8,112
+7,536
57 58
59
60 61