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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
1751
$178K ﹤0.01%
9,630
+444
1752
$178K ﹤0.01%
3,238
-1,539
1753
$177K ﹤0.01%
6,235
+2,661
1754
$177K ﹤0.01%
12,155
-2,051
1755
$176K ﹤0.01%
+10,944
1756
$176K ﹤0.01%
7,075
-427
1757
$176K ﹤0.01%
19,284
+4,455
1758
$175K ﹤0.01%
17,899
-11,279
1759
$175K ﹤0.01%
1,089
+150
1760
$175K ﹤0.01%
+2,837
1761
$173K ﹤0.01%
4,289
-2,459
1762
$172K ﹤0.01%
3,415
-650
1763
$170K ﹤0.01%
2,236
-291
1764
$170K ﹤0.01%
20,488
1765
$169K ﹤0.01%
32,700
+2,900
1766
$169K ﹤0.01%
16,126
-1,887
1767
$169K ﹤0.01%
15,839
-4,610
1768
$169K ﹤0.01%
32,098
-7,900
1769
$168K ﹤0.01%
13,471
+1,989
1770
$168K ﹤0.01%
16,346
-4,068
1771
$167K ﹤0.01%
3,025
+2,525
1772
$166K ﹤0.01%
1,041
1773
$165K ﹤0.01%
1,639
-65
1774
$165K ﹤0.01%
7,234
+3,816
1775
$164K ﹤0.01%
1,119
-1,863
69 70
71
72 73