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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
1926
$107K ﹤0.01%
740
+296
1927
$107K ﹤0.01%
10,755
-4,492
1928
$106K ﹤0.01%
5,000
-5,715
1929
$106K ﹤0.01%
1,159
-255
1930
$106K ﹤0.01%
2,329
-1,410
1931
$106K ﹤0.01%
35,885
-9,077
1932
$106K ﹤0.01%
3,255
1933
$106K ﹤0.01%
2,088
+974
1934
$106K ﹤0.01%
973
-1,093
1935
$105K ﹤0.01%
7,357
-2
1936
$105K ﹤0.01%
24,100
+3,300
1937
$105K ﹤0.01%
3,327
-131
1938
$105K ﹤0.01%
27,583
+211
1939
$104K ﹤0.01%
2,651
-9,038
1940
$104K ﹤0.01%
10,970
+10,350
1941
$104K ﹤0.01%
6,573
-1,537
1942
$104K ﹤0.01%
5,843
+355
1943
$104K ﹤0.01%
6,494
-18,696
1944
$103K ﹤0.01%
3,388
+141
1945
$103K ﹤0.01%
1,370
+145
1946
$102K ﹤0.01%
1,705
-800
1947
$102K ﹤0.01%
14,599
+1,598
1948
$101K ﹤0.01%
4,082
+3,914
1949
$101K ﹤0.01%
3,043
+555
1950
$101K ﹤0.01%
83
-13
76 77
78
79 80