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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
1801
$152K ﹤0.01%
49,366
-1,066
1802
$151K ﹤0.01%
13,416
+13,166
1803
$151K ﹤0.01%
6,773
-1,140
1804
$150K ﹤0.01%
492
-29
1805
$149K ﹤0.01%
3,996
+2,951
1806
$149K ﹤0.01%
2,430
1807
$149K ﹤0.01%
+30,148
1808
$148K ﹤0.01%
3,055
-887
1809
$148K ﹤0.01%
1,833
-196
1810
$148K ﹤0.01%
1,909
-5,656
1811
$147K ﹤0.01%
7,400
+3,535
1812
$147K ﹤0.01%
771
+246
1813
$147K ﹤0.01%
526
+21
1814
$147K ﹤0.01%
3,351
+486
1815
$147K ﹤0.01%
4,617
-525
1816
$146K ﹤0.01%
12,350
-200
1817
$146K ﹤0.01%
1,679
+379
1818
$145K ﹤0.01%
934
+603
1819
$144K ﹤0.01%
3,836
+712
1820
$144K ﹤0.01%
2,657
+11
1821
$143K ﹤0.01%
1,536
+822
1822
$143K ﹤0.01%
51,316
-18,708
1823
$142K ﹤0.01%
3,485
+207
1824
$142K ﹤0.01%
17,059
+17,018
1825
$142K ﹤0.01%
13,270
-600
71 72
73
74 75