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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
1576
$276K ﹤0.01%
7,661
-362
1577
$275K ﹤0.01%
18,009
-727
1578
$274K ﹤0.01%
9,479
+1,055
1579
$274K ﹤0.01%
26,739
+15,250
1580
$273K ﹤0.01%
6,710
-386
1581
$273K ﹤0.01%
1,314
+15
1582
$273K ﹤0.01%
10,773
-11,851
1583
$272K ﹤0.01%
+10,748
1584
$272K ﹤0.01%
21,870
+5,270
1585
$271K ﹤0.01%
6,903
+527
1586
$271K ﹤0.01%
14,565
+1,953
1587
$270K ﹤0.01%
158,799
-11,500
1588
$270K ﹤0.01%
21,176
+21,076
1589
$270K ﹤0.01%
2,558
-732
1590
$269K ﹤0.01%
977
+331
1591
$268K ﹤0.01%
23,490
-315
1592
$268K ﹤0.01%
4,344
+3,387
1593
$268K ﹤0.01%
189
-147
1594
$268K ﹤0.01%
1,413
-125
1595
$268K ﹤0.01%
4,000
+1
1596
$268K ﹤0.01%
6,764
+659
1597
$268K ﹤0.01%
+20,208
1598
$267K ﹤0.01%
2,325
-58
1599
$267K ﹤0.01%
18,301
-16,283
1600
$267K ﹤0.01%
7,031
-422
62 63
64
65 66