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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
2551
$11.6K ﹤0.01%
927
2552
$11.6K ﹤0.01%
199
+191
2553
$11.6K ﹤0.01%
578
+8
2554
$11.5K ﹤0.01%
247
2555
$11.5K ﹤0.01%
533
-127
2556
$11.5K ﹤0.01%
287
+187
2557
$11.4K ﹤0.01%
2,499
2558
$11.3K ﹤0.01%
69
2559
$11.3K ﹤0.01%
552
-25
2560
$11.2K ﹤0.01%
199
-11
2561
$11.2K ﹤0.01%
250
2562
$11.2K ﹤0.01%
52
+35
2563
$11.2K ﹤0.01%
700
-330
2564
$11.2K ﹤0.01%
871
2565
$11.1K ﹤0.01%
1,795
-759
2566
$11.1K ﹤0.01%
137
-849
2567
$11.1K ﹤0.01%
523
-8,607
2568
$11K ﹤0.01%
124
+6
2569
$11K ﹤0.01%
789
+9
2570
$11K ﹤0.01%
145
-22
2571
$11K ﹤0.01%
223
2572
$10.9K ﹤0.01%
37
+1
2573
$10.9K ﹤0.01%
212
2574
$10.8K ﹤0.01%
181
+99
2575
$10.8K ﹤0.01%
200
101 102
103
104 105