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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
1551
$297K ﹤0.01%
11,887
-2,398
1552
$297K ﹤0.01%
21,281
+374
1553
$293K ﹤0.01%
8,441
1554
$293K ﹤0.01%
6,479
-3,165
1555
$292K ﹤0.01%
3,808
-7,707
1556
$291K ﹤0.01%
13,340
-12,712
1557
$288K ﹤0.01%
9,255
+9,003
1558
$288K ﹤0.01%
6,829
+335
1559
$288K ﹤0.01%
162,731
-6,128
1560
$288K ﹤0.01%
2,782
+64
1561
$287K ﹤0.01%
5,123
1562
$286K ﹤0.01%
+14,362
1563
$285K ﹤0.01%
5,131
-1,309
1564
$284K ﹤0.01%
2,638
+73
1565
$284K ﹤0.01%
5,573
-152
1566
$283K ﹤0.01%
15,052
-3,118
1567
$283K ﹤0.01%
6,338
-408
1568
$283K ﹤0.01%
20,707
+4,800
1569
$281K ﹤0.01%
+9,422
1570
$281K ﹤0.01%
10,000
1571
$279K ﹤0.01%
8,876
+1,360
1572
$278K ﹤0.01%
+12,663
1573
$277K ﹤0.01%
+3,054
1574
$277K ﹤0.01%
2,443
+2,227
1575
$277K ﹤0.01%
27,862
-47,288
61 62
63
64 65