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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
1951
$100K ﹤0.01%
18,474
-2,444
1952
$100K ﹤0.01%
4,427
+2,322
1953
$99K ﹤0.01%
10,800
+10,000
1954
$98.8K ﹤0.01%
2,500
+2,000
1955
$98.6K ﹤0.01%
+3,025
1956
$98.3K ﹤0.01%
2,257
1957
$97.8K ﹤0.01%
771
+26
1958
$97.7K ﹤0.01%
+13,773
1959
$97.6K ﹤0.01%
3,405
-1,606
1960
$97.5K ﹤0.01%
3,250
-527
1961
$97.3K ﹤0.01%
1,345
-2,904
1962
$96.6K ﹤0.01%
666
+10
1963
$95.6K ﹤0.01%
80
1964
$95.6K ﹤0.01%
4,043
-21
1965
$95.5K ﹤0.01%
2,024
+200
1966
$95.3K ﹤0.01%
14,730
-2,681
1967
$95.2K ﹤0.01%
700
-48
1968
$94.7K ﹤0.01%
261
-1,717
1969
$94.4K ﹤0.01%
+11,756
1970
$94.1K ﹤0.01%
566
+441
1971
$94K ﹤0.01%
18,915
1972
$93.8K ﹤0.01%
833
+168
1973
$93.5K ﹤0.01%
5,251
+4,990
1974
$93.2K ﹤0.01%
1,147
-2,672
1975
$92.8K ﹤0.01%
4,448
-283
77 78
79
80 81