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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
2276
$43.6K ﹤0.01%
5,042
+303
2277
$43.5K ﹤0.01%
2,375
-789
2278
$43.4K ﹤0.01%
8,000
2279
$43.2K ﹤0.01%
1,000
2280
$42.9K ﹤0.01%
21,240
+1,880
2281
$42.8K ﹤0.01%
871
-94
2282
$42.3K ﹤0.01%
242
+231
2283
$41.7K ﹤0.01%
+10,130
2284
$41.6K ﹤0.01%
773
+21
2285
$41.5K ﹤0.01%
134
-10,058
2286
$41.1K ﹤0.01%
772
+415
2287
$41.1K ﹤0.01%
617
-2,262
2288
$41.1K ﹤0.01%
37,000
2289
$41.1K ﹤0.01%
2,525
-16,000
2290
$40.9K ﹤0.01%
4,088
2291
$40.7K ﹤0.01%
171
+159
2292
$40.7K ﹤0.01%
869
+225
2293
$40.6K ﹤0.01%
2,737
-248
2294
$40.5K ﹤0.01%
185
+139
2295
$40.4K ﹤0.01%
2,200
-194
2296
$40.4K ﹤0.01%
808
-185
2297
$40.1K ﹤0.01%
+616
2298
$40.1K ﹤0.01%
1,236
+103
2299
$40K ﹤0.01%
107
+103
2300
$39.8K ﹤0.01%
598
90 91
92
93 94