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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
2301
$39.7K ﹤0.01%
224
-189
2302
$39.5K ﹤0.01%
252
+126
2303
$39.4K ﹤0.01%
+20,100
2304
$39.4K ﹤0.01%
1,362
-527
2305
$39.2K ﹤0.01%
1,372
-587
2306
$39.2K ﹤0.01%
1,923
2307
$39K ﹤0.01%
442
+182
2308
$38.9K ﹤0.01%
1,072
+9
2309
$38.9K ﹤0.01%
579
-13,559
2310
$38.8K ﹤0.01%
298
+195
2311
$38.6K ﹤0.01%
2,587
+11
2312
$38.4K ﹤0.01%
2,681
+2,500
2313
$38.3K ﹤0.01%
655
-47
2314
$38.3K ﹤0.01%
1,178
-110
2315
$38.2K ﹤0.01%
+800
2316
$38.1K ﹤0.01%
3,806
2317
$38.1K ﹤0.01%
181
-174
2318
$37.7K ﹤0.01%
450
2319
$37.5K ﹤0.01%
300
+14
2320
$37.4K ﹤0.01%
+170
2321
$37.1K ﹤0.01%
+4,820
2322
$37.1K ﹤0.01%
+5,790
2323
$36.9K ﹤0.01%
399
+56
2324
$36.9K ﹤0.01%
1,642
+9
2325
$36.6K ﹤0.01%
540
91 92
93
94 95