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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
176
$12.8M 0.12%
438,649
+267,753
177
$12.6M 0.12%
269,840
+5,190
178
$12.4M 0.12%
72,219
+871
179
$12.3M 0.12%
81,108
-2,039
180
$12.3M 0.12%
70,800
+2,887
181
$12.2M 0.12%
29,836
+3,611
182
$12.1M 0.12%
192,821
-5,244
183
$12.1M 0.11%
140,414
+11,663
184
$12.1M 0.11%
125,449
+14,028
185
$11.9M 0.11%
90,382
+8,706
186
$11.9M 0.11%
70,997
+19,028
187
$11.8M 0.11%
515,910
+478,748
188
$11.8M 0.11%
104,044
+5,283
189
$11.8M 0.11%
315,732
+6,240
190
$11.7M 0.11%
+467,655
191
$11.7M 0.11%
209,412
+29,635
192
$11.1M 0.11%
67,946
+27,336
193
$11.1M 0.11%
104,302
+12,360
194
$11M 0.1%
200,667
+191,235
195
$10.8M 0.1%
115,844
+7,871
196
$10.8M 0.1%
100,844
+22,403
197
$10.8M 0.1%
158,208
+4,714
198
$10.8M 0.1%
172,831
-98,845
199
$10.8M 0.1%
17,116
+2,542
200
$10.8M 0.1%
+462,682
6 7
8
9 10