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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
2026
$81.3K ﹤0.01%
329
+164
2027
$81K ﹤0.01%
2,500
-1,500
2028
$81K ﹤0.01%
4,308
-741
2029
$80.5K ﹤0.01%
1,031
-2,111
2030
$80.4K ﹤0.01%
11,189
-9,880
2031
$80.3K ﹤0.01%
2,055
-904
2032
$80.3K ﹤0.01%
29,725
2033
$80.3K ﹤0.01%
3,462
+2,714
2034
$79.9K ﹤0.01%
+4,125
2035
$79.9K ﹤0.01%
36,635
-3,642
2036
$79.8K ﹤0.01%
1,980
2037
$79.8K ﹤0.01%
355
-166
2038
$79.7K ﹤0.01%
477
2039
$79.6K ﹤0.01%
628
+295
2040
$79.5K ﹤0.01%
2,690
-133
2041
$79.5K ﹤0.01%
3,455
+100
2042
$79.2K ﹤0.01%
3,213
+28
2043
$79.1K ﹤0.01%
2,002
2044
$79.1K ﹤0.01%
1,006
-152
2045
$78.8K ﹤0.01%
2,583
+658
2046
$77.6K ﹤0.01%
1,961
-8,196
2047
$77.6K ﹤0.01%
5,241
+5,000
2048
$77.5K ﹤0.01%
+700
2049
$77.3K ﹤0.01%
1,025
+488
2050
$77.2K ﹤0.01%
+1,739
80 81
82
83 84