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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
2651
$8.54K ﹤0.01%
191
-355
2652
$8.52K ﹤0.01%
316
+77
2653
$8.42K ﹤0.01%
118
2654
$8.4K ﹤0.01%
309
-117
2655
$8.4K ﹤0.01%
200
2656
$8.36K ﹤0.01%
+142
2657
$8.35K ﹤0.01%
356
-305
2658
$8.35K ﹤0.01%
124
+33
2659
$8.31K ﹤0.01%
70
-14
2660
$8.31K ﹤0.01%
54
+8
2661
$8.3K ﹤0.01%
2,000
2662
$8.3K ﹤0.01%
550
-33
2663
$8.29K ﹤0.01%
708
2664
$8.28K ﹤0.01%
800
2665
$8.27K ﹤0.01%
307
-17,040
2666
$8.2K ﹤0.01%
831
2667
$8.18K ﹤0.01%
200
2668
$8.18K ﹤0.01%
3,182
+8
2669
$8.17K ﹤0.01%
+350
2670
$8.17K ﹤0.01%
155
2671
$8.16K ﹤0.01%
96
+61
2672
$8.13K ﹤0.01%
+283
2673
$8.09K ﹤0.01%
+175
2674
$8.04K ﹤0.01%
349
2675
$8.03K ﹤0.01%
86
105 106
107
108 109