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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
2101
$69.8K ﹤0.01%
+549
2102
$69.8K ﹤0.01%
13,245
-80
2103
$69.8K ﹤0.01%
413
+4
2104
$69.6K ﹤0.01%
2,014
-210
2105
$69.2K ﹤0.01%
2,036
+1,030
2106
$68.6K ﹤0.01%
1,013
+4
2107
$68.5K ﹤0.01%
+17,800
2108
$68.5K ﹤0.01%
1,300
+1,243
2109
$68.3K ﹤0.01%
5,515
+40
2110
$68.3K ﹤0.01%
3,116
+446
2111
$67.5K ﹤0.01%
2,221
+1,695
2112
$66.8K ﹤0.01%
11,209
2113
$66.5K ﹤0.01%
1,855
+2
2114
$66.3K ﹤0.01%
18
2115
$66.3K ﹤0.01%
+1,336
2116
$66.2K ﹤0.01%
2,315
+794
2117
$66.2K ﹤0.01%
2,000
2118
$66.2K ﹤0.01%
569
-22
2119
$66K ﹤0.01%
12,921
2120
$65.9K ﹤0.01%
798
+182
2121
$65.8K ﹤0.01%
3,283
-620
2122
$65.7K ﹤0.01%
2,201
-1,036
2123
$65.7K ﹤0.01%
2,806
+6
2124
$65.6K ﹤0.01%
605
-54
2125
$65.4K ﹤0.01%
2,838
-6
83 84
85
86 87