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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
2451
$27.6K ﹤0.01%
25,120
2452
$27.6K ﹤0.01%
259
-39
2453
$27.6K ﹤0.01%
146
+22
2454
$27.4K ﹤0.01%
1,044
+141
2455
$27.3K ﹤0.01%
488
2456
$27.3K ﹤0.01%
1,313
2457
$27.3K ﹤0.01%
709
2458
$27.3K ﹤0.01%
1,921
+1,336
2459
$27.1K ﹤0.01%
1,163
+40
2460
$26.9K ﹤0.01%
+2,500
2461
$26.8K ﹤0.01%
3,878
+214
2462
$26.8K ﹤0.01%
420
+322
2463
$26.7K ﹤0.01%
1,250
2464
$26.7K ﹤0.01%
1,990
-10,151
2465
$26.6K ﹤0.01%
481
+480
2466
$26.6K ﹤0.01%
+1,658
2467
$26.5K ﹤0.01%
122
+54
2468
$26.5K ﹤0.01%
7,738
-15,566
2469
$26.4K ﹤0.01%
+676
2470
$26.2K ﹤0.01%
635
2471
$26.1K ﹤0.01%
247
+112
2472
$26.1K ﹤0.01%
10,588
-11,734
2473
$25.9K ﹤0.01%
75
+18
2474
$25.9K ﹤0.01%
377
-83
2475
$25.8K ﹤0.01%
1,193
+129