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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
2076
$74.1K ﹤0.01%
1,541
-20,243
2077
$73.3K ﹤0.01%
268
+225
2078
$73.2K ﹤0.01%
+2,155
2079
$73K ﹤0.01%
1,164
-793
2080
$72.9K ﹤0.01%
21,515
-400
2081
$72.9K ﹤0.01%
11,300
-2,600
2082
$72.8K ﹤0.01%
7,565
-11,080
2083
$72.5K ﹤0.01%
249
-1,453
2084
$72.3K ﹤0.01%
6,659
+262
2085
$72.2K ﹤0.01%
611
2086
$72.2K ﹤0.01%
2,993
+2,435
2087
$72.1K ﹤0.01%
1,356
2088
$72.1K ﹤0.01%
335
+194
2089
$71.8K ﹤0.01%
1,000
+183
2090
$71.5K ﹤0.01%
1,247
+594
2091
$71.4K ﹤0.01%
1,339
+71
2092
$70.7K ﹤0.01%
26,504
-2,681
2093
$70.6K ﹤0.01%
340
2094
$70.6K ﹤0.01%
+11,720
2095
$70.3K ﹤0.01%
742
-21,831
2096
$70.3K ﹤0.01%
836
+24
2097
$70.2K ﹤0.01%
15,600
2098
$70.2K ﹤0.01%
1,559
+383
2099
$70K ﹤0.01%
1,918
2100
$70K ﹤0.01%
6,739
-471
82 83
84
85 86