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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
2251
$47.4K ﹤0.01%
12,649
-15,265
2252
$47.4K ﹤0.01%
287
+124
2253
$47K ﹤0.01%
650
2254
$47K ﹤0.01%
8,200
+1,000
2255
$46.8K ﹤0.01%
2,135
-205
2256
$46.7K ﹤0.01%
1,149
-1,972
2257
$46.6K ﹤0.01%
750
-402
2258
$46.6K ﹤0.01%
802
2259
$46.5K ﹤0.01%
183
-14
2260
$46.4K ﹤0.01%
40,667
-2,050
2261
$46.1K ﹤0.01%
6,871
+73
2262
$45.6K ﹤0.01%
1,548
+98
2263
$45.5K ﹤0.01%
600
-4,477
2264
$45.3K ﹤0.01%
5,222
-154
2265
$44.8K ﹤0.01%
2,000
2266
$44.8K ﹤0.01%
1,561
+812
2267
$44.5K ﹤0.01%
+1,540
2268
$44.3K ﹤0.01%
5,000
+1,000
2269
$44.1K ﹤0.01%
1,385
+711
2270
$43.9K ﹤0.01%
1,359
+10
2271
$43.8K ﹤0.01%
891
-4,021
2272
$43.8K ﹤0.01%
12,100
+800
2273
$43.7K ﹤0.01%
15,402
2274
$43.6K ﹤0.01%
1,212
+641
2275
$43.6K ﹤0.01%
1,283
-128
89 90
91
92 93