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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
$8.85B
AUM Growth
+$851M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,707
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$28.9M
3 +$28.3M
4
UL icon
Unilever
UL
+$28.1M
5
MDLZ icon
Mondelez International
MDLZ
+$26.5M

Top Sells

1 +$32.5M
2 +$29M
3 +$27.9M
4
BMY icon
Bristol-Myers Squibb
BMY
+$26.5M
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$24.4M

Sector Composition

1 Technology 12.26%
2 Financials 5.78%
3 Healthcare 5.7%
4 Consumer Discretionary 4.46%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$14.9K ﹤0.01%
258
+237
2477
$14.8K ﹤0.01%
451
2478
$14.7K ﹤0.01%
2,730
2479
$14.7K ﹤0.01%
363
2480
$14.7K ﹤0.01%
339
-76
2481
$14.7K ﹤0.01%
1,000
2482
$14.7K ﹤0.01%
1,248
2483
$14.7K ﹤0.01%
+350
2484
$14.6K ﹤0.01%
366
-160
2485
$14.6K ﹤0.01%
1,011
2486
$14.5K ﹤0.01%
250
2487
$14.4K ﹤0.01%
+420
2488
$14.3K ﹤0.01%
200
2489
$14.3K ﹤0.01%
1,061
+34
2490
$14.2K ﹤0.01%
719
2491
$14.2K ﹤0.01%
1,040
2492
$14.2K ﹤0.01%
319
2493
$14.1K ﹤0.01%
281
2494
$14.1K ﹤0.01%
1,000
2495
$14.1K ﹤0.01%
+618
2496
$14K ﹤0.01%
519
-7,196
2497
$14K ﹤0.01%
390
2498
$13.9K ﹤0.01%
400
-1,202
2499
$13.9K ﹤0.01%
417
-47
2500
$13.9K ﹤0.01%
448