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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
2426
$29.2K ﹤0.01%
462
+175
2427
$29.1K ﹤0.01%
826
+13
2428
$29K ﹤0.01%
515
+465
2429
$28.9K ﹤0.01%
259
+203
2430
$28.8K ﹤0.01%
+738
2431
$28.7K ﹤0.01%
3,349
+33
2432
$28.6K ﹤0.01%
1,326
+1
2433
$28.5K ﹤0.01%
426
+60
2434
$28.4K ﹤0.01%
600
-400
2435
$28.3K ﹤0.01%
+6,667
2436
$28.3K ﹤0.01%
756
+171
2437
$28.3K ﹤0.01%
2,978
2438
$28.3K ﹤0.01%
321
+4
2439
$28.2K ﹤0.01%
991
+22
2440
$28.1K ﹤0.01%
414
+3
2441
$28K ﹤0.01%
68
-1,036
2442
$28K ﹤0.01%
841
+207
2443
$27.9K ﹤0.01%
1,069
-115
2444
$27.8K ﹤0.01%
283
+263
2445
$27.8K ﹤0.01%
645
2446
$27.8K ﹤0.01%
986
2447
$27.7K ﹤0.01%
669
+269
2448
$27.7K ﹤0.01%
80
-140
2449
$27.7K ﹤0.01%
677
+213
2450
$27.6K ﹤0.01%
4,102
+1,902
96 97
98
99 100