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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
1826
$141K ﹤0.01%
2,398
+2,369
1827
$141K ﹤0.01%
5,564
+1,448
1828
$140K ﹤0.01%
1,139
-63
1829
$140K ﹤0.01%
11,630
+1,400
1830
$140K ﹤0.01%
22,125
+896
1831
$140K ﹤0.01%
1,464
+227
1832
$139K ﹤0.01%
9,260
+1,093
1833
$138K ﹤0.01%
1,903
+1
1834
$138K ﹤0.01%
+2,379
1835
$138K ﹤0.01%
4,364
-23
1836
$138K ﹤0.01%
4,635
+1,118
1837
$138K ﹤0.01%
28,338
+8,952
1838
$137K ﹤0.01%
4,655
-25
1839
$137K ﹤0.01%
9,965
+9,719
1840
$136K ﹤0.01%
4,622
+1,298
1841
$136K ﹤0.01%
4,023
-19
1842
$136K ﹤0.01%
+17,140
1843
$136K ﹤0.01%
880
1844
$136K ﹤0.01%
12,900
+1,100
1845
$135K ﹤0.01%
11,115
-1,672
1846
$135K ﹤0.01%
4,708
+55
1847
$135K ﹤0.01%
258
-1,512
1848
$135K ﹤0.01%
1,779
-116
1849
$135K ﹤0.01%
5,224
+1,033
1850
$134K ﹤0.01%
1,828
-3,239
72 73
74
75 76