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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
2001
$86.9K ﹤0.01%
21,784
+4,253
2002
$86.7K ﹤0.01%
1,500
2003
$86.4K ﹤0.01%
701
-4
2004
$86.2K ﹤0.01%
40,646
+3,635
2005
$85.8K ﹤0.01%
+301
2006
$85.7K ﹤0.01%
3,204
2007
$85.5K ﹤0.01%
6,275
+80
2008
$85.2K ﹤0.01%
8,561
-61
2009
$85.1K ﹤0.01%
1,750
-834
2010
$85K ﹤0.01%
6,188
-8,180
2011
$84.5K ﹤0.01%
35,952
2012
$84.4K ﹤0.01%
396
+86
2013
$84.2K ﹤0.01%
3,423
2014
$84K ﹤0.01%
1,948
+136
2015
$83.9K ﹤0.01%
43,431
+38,481
2016
$83.7K ﹤0.01%
407
+42
2017
$83.5K ﹤0.01%
990
2018
$83.3K ﹤0.01%
1,983
2019
$82.9K ﹤0.01%
2,278
2020
$82.8K ﹤0.01%
4,467
+4,103
2021
$82.8K ﹤0.01%
2,669
+91
2022
$82.3K ﹤0.01%
1,358
-191
2023
$82K ﹤0.01%
+1,961
2024
$81.7K ﹤0.01%
8,112
+6,189
2025
$81.3K ﹤0.01%
2,775
-3,123
79 80
81
82 83