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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
1676
$219K ﹤0.01%
26,500
+6,703
1677
$218K ﹤0.01%
6,573
-7
1678
$218K ﹤0.01%
7,830
-2,103
1679
$217K ﹤0.01%
+29,347
1680
$217K ﹤0.01%
9,269
-735
1681
$217K ﹤0.01%
12,164
-847
1682
$217K ﹤0.01%
17,424
+17,421
1683
$217K ﹤0.01%
28,097
+10,367
1684
$216K ﹤0.01%
1,200
+1,150
1685
$216K ﹤0.01%
5,538
+44
1686
$215K ﹤0.01%
9,009
1687
$215K ﹤0.01%
6,583
-26,112
1688
$214K ﹤0.01%
6,529
+128
1689
$214K ﹤0.01%
7,400
-797
1690
$213K ﹤0.01%
10,203
+777
1691
$213K ﹤0.01%
2,579
+438
1692
$212K ﹤0.01%
5,470
+1,640
1693
$212K ﹤0.01%
4,102
+535
1694
$211K ﹤0.01%
20,000
-13,296
1695
$210K ﹤0.01%
12,146
+526
1696
$210K ﹤0.01%
3,989
-1,268
1697
$210K ﹤0.01%
4,994
+4,709
1698
$209K ﹤0.01%
9,661
-10,017
1699
$209K ﹤0.01%
+6,000
1700
$208K ﹤0.01%
+14,616
66 67
68
69 70