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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
2351
$34.7K ﹤0.01%
371
-92
2352
$34.5K ﹤0.01%
420
+211
2353
$34.4K ﹤0.01%
+771
2354
$34.4K ﹤0.01%
178
+18
2355
$34.3K ﹤0.01%
175
-8
2356
$34.2K ﹤0.01%
1,500
2357
$34.1K ﹤0.01%
1,052
+12
2358
$34.1K ﹤0.01%
1,383
2359
$34.1K ﹤0.01%
280
+117
2360
$34K ﹤0.01%
1,107
+50
2361
$33.9K ﹤0.01%
362
+70
2362
$33.8K ﹤0.01%
+775
2363
$33.7K ﹤0.01%
+536
2364
$33.7K ﹤0.01%
755
-236
2365
$33.7K ﹤0.01%
898
-630
2366
$33.7K ﹤0.01%
1,771
-305
2367
$33.6K ﹤0.01%
503
+75
2368
$33.6K ﹤0.01%
227
+181
2369
$33.6K ﹤0.01%
1,586
+20
2370
$33.5K ﹤0.01%
11,600
2371
$33.4K ﹤0.01%
6,000
-3,000
2372
$33.4K ﹤0.01%
735
-307
2373
$33.4K ﹤0.01%
945
-4
2374
$33.3K ﹤0.01%
564
+277
2375
$33.3K ﹤0.01%
3,219
93 94
95
96 97