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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
1776
$164K ﹤0.01%
463
+47
1777
$163K ﹤0.01%
8,591
-2,899
1778
$163K ﹤0.01%
2,012
+548
1779
$163K ﹤0.01%
14,296
-3,985
1780
$163K ﹤0.01%
2,192
-338
1781
$162K ﹤0.01%
+10,523
1782
$162K ﹤0.01%
13,815
+3,100
1783
$162K ﹤0.01%
15,004
+4
1784
$159K ﹤0.01%
26,976
-8,000
1785
$158K ﹤0.01%
15,903
1786
$158K ﹤0.01%
2,440
-130
1787
$157K ﹤0.01%
+19,023
1788
$157K ﹤0.01%
516
+513
1789
$157K ﹤0.01%
42,423
+42,373
1790
$156K ﹤0.01%
285
+143
1791
$155K ﹤0.01%
9,532
1792
$155K ﹤0.01%
10,694
+413
1793
$155K ﹤0.01%
6,263
-11,438
1794
$154K ﹤0.01%
1,142
-5,754
1795
$154K ﹤0.01%
6,660
-345
1796
$153K ﹤0.01%
+14,505
1797
$153K ﹤0.01%
2,375
+60
1798
$153K ﹤0.01%
3,890
-6
1799
$152K ﹤0.01%
8,842
+12
1800
$152K ﹤0.01%
+11,620
70 71
72
73 74