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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
2626
$9.13K ﹤0.01%
+353
2627
$9.1K ﹤0.01%
172
+1
2628
$9.09K ﹤0.01%
58
2629
$9.05K ﹤0.01%
241
-5,199
2630
$9.04K ﹤0.01%
200
-45
2631
$9.04K ﹤0.01%
150
+18
2632
$9.01K ﹤0.01%
500
-1,500
2633
$8.98K ﹤0.01%
198
2634
$8.97K ﹤0.01%
87
-67
2635
$8.96K ﹤0.01%
300
2636
$8.93K ﹤0.01%
7,565
+4,600
2637
$8.9K ﹤0.01%
+136
2638
$8.87K ﹤0.01%
1,543
2639
$8.86K ﹤0.01%
1,200
-750
2640
$8.82K ﹤0.01%
231
-5,384
2641
$8.81K ﹤0.01%
222
2642
$8.8K ﹤0.01%
230
+15
2643
$8.78K ﹤0.01%
1,302
-11,117
2644
$8.77K ﹤0.01%
+500
2645
$8.72K ﹤0.01%
88
2646
$8.69K ﹤0.01%
238
-1,465
2647
$8.68K ﹤0.01%
528
+343
2648
$8.6K ﹤0.01%
175
2649
$8.56K ﹤0.01%
87
2650
$8.56K ﹤0.01%
885
-800
104 105
106
107 108