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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
2376
$33.2K ﹤0.01%
1,542
+229
2377
$33.2K ﹤0.01%
2,030
-27,188
2378
$33.1K ﹤0.01%
500
2379
$33K ﹤0.01%
334
+162
2380
$33K ﹤0.01%
404
+204
2381
$32.7K ﹤0.01%
14,229
-9,760
2382
$32.7K ﹤0.01%
332
-85
2383
$32.4K ﹤0.01%
+1,000
2384
$32.4K ﹤0.01%
+10,343
2385
$32.3K ﹤0.01%
745
-8,211
2386
$32.1K ﹤0.01%
108
-67
2387
$32.1K ﹤0.01%
2,299
2388
$32K ﹤0.01%
1,529
2389
$32K ﹤0.01%
626
-12,010
2390
$32K ﹤0.01%
+1,381
2391
$31.9K ﹤0.01%
+175
2392
$31.9K ﹤0.01%
1,220
+25
2393
$31.9K ﹤0.01%
1,244
2394
$31.6K ﹤0.01%
1,238
+4
2395
$31.4K ﹤0.01%
1,533
+17
2396
$31.4K ﹤0.01%
542
+6
2397
$31.3K ﹤0.01%
+591
2398
$31.3K ﹤0.01%
458
+81
2399
$31.2K ﹤0.01%
1,010
-72
2400
$31.2K ﹤0.01%
500
94 95
96
97 98