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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
1976
$92.6K ﹤0.01%
1,433
+693
1977
$92.5K ﹤0.01%
11,531
-94
1978
$92.1K ﹤0.01%
+2,351
1979
$91.9K ﹤0.01%
5,843
-29,799
1980
$91.2K ﹤0.01%
+10,000
1981
$90.6K ﹤0.01%
1,181
+1,155
1982
$90.5K ﹤0.01%
4,202
+38
1983
$90.5K ﹤0.01%
2,209
+288
1984
$90.4K ﹤0.01%
1,145
+71
1985
$90K ﹤0.01%
+17,881
1986
$89.9K ﹤0.01%
5,424
-28
1987
$89.9K ﹤0.01%
273
-633
1988
$89.7K ﹤0.01%
1,856
-645
1989
$89.6K ﹤0.01%
395
+330
1990
$89.5K ﹤0.01%
4,264
+10
1991
$89.1K ﹤0.01%
1,011
-37
1992
$88.7K ﹤0.01%
1,571
1993
$88.7K ﹤0.01%
1,703
-97
1994
$88.6K ﹤0.01%
4,595
1995
$87.7K ﹤0.01%
5,506
1996
$87.7K ﹤0.01%
1,877
+5
1997
$87.6K ﹤0.01%
15,225
-18,332
1998
$87.5K ﹤0.01%
410
+170
1999
$87.3K ﹤0.01%
8,730
-185
2000
$87.2K ﹤0.01%
+12,332
78 79
80
81 82