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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
1876
$123K ﹤0.01%
1,972
+663
1877
$123K ﹤0.01%
12,833
-2,524
1878
$123K ﹤0.01%
1,306
+401
1879
$123K ﹤0.01%
294
+70
1880
$122K ﹤0.01%
4,162
-176
1881
$122K ﹤0.01%
17,917
-22,016
1882
$122K ﹤0.01%
273
+127
1883
$120K ﹤0.01%
1,828
-7
1884
$120K ﹤0.01%
25,781
+25,230
1885
$120K ﹤0.01%
+5,032
1886
$119K ﹤0.01%
1,914
+15
1887
$119K ﹤0.01%
17,032
+11,234
1888
$119K ﹤0.01%
5,345
+33
1889
$119K ﹤0.01%
2,507
-41
1890
$119K ﹤0.01%
3,724
+145
1891
$118K ﹤0.01%
4,676
+811
1892
$118K ﹤0.01%
1,052
+1,018
1893
$118K ﹤0.01%
2,976
+2,336
1894
$118K ﹤0.01%
20,741
+4,500
1895
$117K ﹤0.01%
10,425
+5,000
1896
$117K ﹤0.01%
1,400
-712
1897
$116K ﹤0.01%
56,096
+41,096
1898
$116K ﹤0.01%
+1,412
1899
$116K ﹤0.01%
974
+789
1900
$116K ﹤0.01%
+1,270
74 75
76
77 78