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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
2401
$31.2K ﹤0.01%
+1,060
2402
$31K ﹤0.01%
253
+233
2403
$30.9K ﹤0.01%
1,369
-120
2404
$30.9K ﹤0.01%
2,427
+360
2405
$30.9K ﹤0.01%
849
+100
2406
$30.9K ﹤0.01%
721
2407
$30.8K ﹤0.01%
631
2408
$30.7K ﹤0.01%
1,442
+1,394
2409
$30.6K ﹤0.01%
1,526
-135
2410
$30.3K ﹤0.01%
856
-11
2411
$30.2K ﹤0.01%
2,935
+1,635
2412
$29.9K ﹤0.01%
2,862
+113
2413
$29.8K ﹤0.01%
371
+236
2414
$29.7K ﹤0.01%
319
+308
2415
$29.7K ﹤0.01%
+1,090
2416
$29.7K ﹤0.01%
531
+406
2417
$29.7K ﹤0.01%
759
-13
2418
$29.6K ﹤0.01%
510
2419
$29.5K ﹤0.01%
306
+134
2420
$29.5K ﹤0.01%
+1,097
2421
$29.4K ﹤0.01%
+93
2422
$29.4K ﹤0.01%
+300
2423
$29.3K ﹤0.01%
4,474
-426
2424
$29.3K ﹤0.01%
795
+27
2425
$29.2K ﹤0.01%
396
-96
95 96
97
98 99