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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
201
$10.7M 0.1%
359,899
+97,161
202
$10.7M 0.1%
117,514
-322,915
203
$10.5M 0.1%
155,951
+241
204
$10.5M 0.1%
43,929
-1,743
205
$10.4M 0.1%
+338,455
206
$10.4M 0.1%
360,903
-73,372
207
$10.2M 0.1%
19,088
+2,066
208
$10.2M 0.1%
54,570
-1,607
209
$10.2M 0.1%
423,444
+239,971
210
$9.81M 0.09%
119,536
+2,628
211
$9.79M 0.09%
97,649
+38,077
212
$9.78M 0.09%
78,585
-25,157
213
$9.73M 0.09%
116,066
+5,238
214
$9.66M 0.09%
189,475
+16,638
215
$9.52M 0.09%
64,048
-11,184
216
$9.51M 0.09%
73,115
+12,669
217
$9.48M 0.09%
161,828
+59,856
218
$9.48M 0.09%
264,021
-21,912
219
$9.48M 0.09%
75,023
-6,457
220
$9.31M 0.09%
97,268
+26,453
221
$9.24M 0.09%
56,443
-866
222
$9.15M 0.09%
360,361
+173,953
223
$9.11M 0.09%
467,672
-172,023
224
$8.9M 0.08%
96,642
+85
225
$8.88M 0.08%
137,297
+6,257
7 8
9
10 11