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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
1626
$248K ﹤0.01%
6,724
+47
1627
$247K ﹤0.01%
6,999
-76
1628
$247K ﹤0.01%
22,781
+583
1629
$246K ﹤0.01%
8,107
-1,096
1630
$245K ﹤0.01%
9,633
-3,093
1631
$245K ﹤0.01%
72,318
1632
$245K ﹤0.01%
15,631
+472
1633
$245K ﹤0.01%
1,978
+112
1634
$244K ﹤0.01%
4,005
-273
1635
$242K ﹤0.01%
18,950
+2,500
1636
$242K ﹤0.01%
4,109
-759
1637
$241K ﹤0.01%
8,059
+224
1638
$241K ﹤0.01%
3,063
-2,813
1639
$240K ﹤0.01%
4,314
+3,989
1640
$239K ﹤0.01%
10,370
+7
1641
$239K ﹤0.01%
2,737
+2,345
1642
$239K ﹤0.01%
+15,729
1643
$239K ﹤0.01%
8,871
+1,687
1644
$239K ﹤0.01%
599
-555
1645
$237K ﹤0.01%
11,400
-9,250
1646
$237K ﹤0.01%
23,150
-11,050
1647
$237K ﹤0.01%
3,859
-2,903
1648
$237K ﹤0.01%
7,965
+575
1649
$236K ﹤0.01%
+11,026
1650
$230K ﹤0.01%
2,527
-594
64 65
66
67 68