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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
2326
$36.6K ﹤0.01%
+5,790
2327
$36.4K ﹤0.01%
2,553
+1,122
2328
$36.3K ﹤0.01%
11,353
-7,168
2329
$36.3K ﹤0.01%
2,724
+1,926
2330
$36.1K ﹤0.01%
1,288
-1,024
2331
$36K ﹤0.01%
11,383
2332
$35.9K ﹤0.01%
1,462
+3
2333
$35.9K ﹤0.01%
1,246
2334
$35.9K ﹤0.01%
3,158
-15,988
2335
$35.9K ﹤0.01%
372
+45
2336
$35.7K ﹤0.01%
1,000
2337
$35.6K ﹤0.01%
488
-103
2338
$35.5K ﹤0.01%
1,824
+260
2339
$35.4K ﹤0.01%
744
2340
$35.4K ﹤0.01%
271
+131
2341
$35.3K ﹤0.01%
3,657
-3,997
2342
$35.2K ﹤0.01%
+332
2343
$35.2K ﹤0.01%
1,042
-700
2344
$35.1K ﹤0.01%
701
-169
2345
$35.1K ﹤0.01%
959
-25,739
2346
$35.1K ﹤0.01%
1,140
+1,117
2347
$35.1K ﹤0.01%
904
+150
2348
$35K ﹤0.01%
453
-6,940
2349
$35K ﹤0.01%
418
-183
2350
$34.7K ﹤0.01%
611
92 93
94
95 96