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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
2051
$77.1K ﹤0.01%
1,817
-2,728
2052
$77.1K ﹤0.01%
770
-200
2053
$76.8K ﹤0.01%
13,100
2054
$76.7K ﹤0.01%
2,279
+47
2055
$76.7K ﹤0.01%
+11,114
2056
$76.6K ﹤0.01%
2,125
2057
$76.6K ﹤0.01%
14,900
-3,300
2058
$76.4K ﹤0.01%
11,942
-48,052
2059
$76.3K ﹤0.01%
1,430
+435
2060
$76.3K ﹤0.01%
2,056
-604
2061
$76.2K ﹤0.01%
5,652
+2,703
2062
$76K ﹤0.01%
2,701
-18,411
2063
$76K ﹤0.01%
725
-6,065
2064
$75.9K ﹤0.01%
3,721
-6,159
2065
$75.9K ﹤0.01%
5,879
2066
$75.8K ﹤0.01%
1,948
+9
2067
$75.6K ﹤0.01%
3,586
+227
2068
$75.2K ﹤0.01%
622
+110
2069
$75.1K ﹤0.01%
2,067
-232
2070
$75.1K ﹤0.01%
5,543
2071
$75.1K ﹤0.01%
11,600
+1,521
2072
$74.6K ﹤0.01%
4,117
2073
$74.6K ﹤0.01%
1,738
2074
$74.3K ﹤0.01%
+14,810
2075
$74.3K ﹤0.01%
1,644
-21,483
81 82
83
84 85