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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
1526
$317K ﹤0.01%
10,145
+456
1527
$316K ﹤0.01%
18,371
-34,488
1528
$315K ﹤0.01%
+10,942
1529
$315K ﹤0.01%
+8,872
1530
$314K ﹤0.01%
33,433
+20,500
1531
$314K ﹤0.01%
22,501
-3,407
1532
$313K ﹤0.01%
+14,963
1533
$312K ﹤0.01%
9,167
+1,635
1534
$311K ﹤0.01%
1,809
+218
1535
$310K ﹤0.01%
22,027
-1,610
1536
$310K ﹤0.01%
6,103
-3,730
1537
$309K ﹤0.01%
5,127
1538
$308K ﹤0.01%
5,037
+69
1539
$308K ﹤0.01%
17,900
+15,582
1540
$307K ﹤0.01%
+11,728
1541
$307K ﹤0.01%
16,138
+10,471
1542
$305K ﹤0.01%
5,385
+589
1543
$304K ﹤0.01%
5,405
-362
1544
$304K ﹤0.01%
24,200
+4,500
1545
$304K ﹤0.01%
+33,377
1546
$301K ﹤0.01%
3,571
-537
1547
$301K ﹤0.01%
8,929
+9
1548
$299K ﹤0.01%
5,919
-752
1549
$298K ﹤0.01%
6,119
+653
1550
$298K ﹤0.01%
2,257
-228
60 61
62
63 64