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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
2226
$50.9K ﹤0.01%
5,352
2227
$50.8K ﹤0.01%
13,918
2228
$50.6K ﹤0.01%
13,458
2229
$50.6K ﹤0.01%
260
-1,281
2230
$50.6K ﹤0.01%
869
-1,127
2231
$50.5K ﹤0.01%
7,139
-1,635
2232
$50.3K ﹤0.01%
+2,000
2233
$50.2K ﹤0.01%
2,062
+1,230
2234
$50.2K ﹤0.01%
6,666
2235
$49.9K ﹤0.01%
2,056
+700
2236
$49.4K ﹤0.01%
10,000
2237
$49.2K ﹤0.01%
607
+350
2238
$49.2K ﹤0.01%
10,045
-14
2239
$49.1K ﹤0.01%
648
-71
2240
$49K ﹤0.01%
1,912
-760
2241
$48.7K ﹤0.01%
5,752
+5,214
2242
$48.3K ﹤0.01%
9,726
-9,138
2243
$48.1K ﹤0.01%
+508
2244
$48K ﹤0.01%
+1,135
2245
$48K ﹤0.01%
4,125
+3,025
2246
$47.9K ﹤0.01%
1,306
-10
2247
$47.8K ﹤0.01%
+697
2248
$47.6K ﹤0.01%
403
+275
2249
$47.6K ﹤0.01%
839
2250
$47.5K ﹤0.01%
2,434
-8,016
88 89
90
91 92