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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
2176
$59.2K ﹤0.01%
685
+369
2177
$59.1K ﹤0.01%
1,131
-6
2178
$59.1K ﹤0.01%
447
+109
2179
$59K ﹤0.01%
4,000
2180
$59K ﹤0.01%
544
-761
2181
$58.9K ﹤0.01%
2,975
+1,683
2182
$58.6K ﹤0.01%
1,177
+55
2183
$58.6K ﹤0.01%
577
-1,990
2184
$58.3K ﹤0.01%
1,931
-305
2185
$57.9K ﹤0.01%
+173
2186
$57.8K ﹤0.01%
3,843
2187
$57.4K ﹤0.01%
21,583
2188
$57.3K ﹤0.01%
888
-7,437
2189
$57K ﹤0.01%
+4,714
2190
$56.4K ﹤0.01%
3,173
+28
2191
$56K ﹤0.01%
900
+2
2192
$55.7K ﹤0.01%
611
2193
$55.7K ﹤0.01%
1,354
+1
2194
$55.6K ﹤0.01%
1,994
2195
$55.4K ﹤0.01%
1,112
-153
2196
$55.4K ﹤0.01%
+4,110
2197
$54.9K ﹤0.01%
1,793
2198
$54.8K ﹤0.01%
2,531
+844
2199
$54.8K ﹤0.01%
671
-743
2200
$54.7K ﹤0.01%
1,319
-25
86 87
88
89 90