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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
2126
$65.1K ﹤0.01%
673
2127
$64.9K ﹤0.01%
3,585
-484
2128
$64.9K ﹤0.01%
738
-95
2129
$64.8K ﹤0.01%
1,308
2130
$64.7K ﹤0.01%
1,934
-30
2131
$64.3K ﹤0.01%
1,266
+121
2132
$64K ﹤0.01%
1,227
+1,214
2133
$64K ﹤0.01%
1,747
2134
$63.8K ﹤0.01%
5,433
+6
2135
$63.7K ﹤0.01%
+686
2136
$63.6K ﹤0.01%
298
+66
2137
$63.6K ﹤0.01%
586
-435
2138
$63K ﹤0.01%
701
+163
2139
$62.9K ﹤0.01%
318
-30
2140
$62.7K ﹤0.01%
1,387
-126
2141
$62.7K ﹤0.01%
7,205
+1,149
2142
$62.7K ﹤0.01%
+6,717
2143
$62.6K ﹤0.01%
3,562
-1,270
2144
$62.5K ﹤0.01%
275
+85
2145
$62.5K ﹤0.01%
1,133
2146
$62.2K ﹤0.01%
2,773
+2,277
2147
$62.1K ﹤0.01%
1,248
+243
2148
$62.1K ﹤0.01%
1,850
+1,834
2149
$61.7K ﹤0.01%
840
+176
2150
$61.6K ﹤0.01%
10,022
84 85
86
87 88