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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
2676
$8.02K ﹤0.01%
16,373
+694
2677
$8.01K ﹤0.01%
202
2678
$7.97K ﹤0.01%
228
-1,042
2679
$7.84K ﹤0.01%
765
-213
2680
$7.81K ﹤0.01%
288
-597
2681
$7.8K ﹤0.01%
121
+11
2682
$7.78K ﹤0.01%
800
2683
$7.75K ﹤0.01%
+300
2684
$7.72K ﹤0.01%
165
2685
$7.72K ﹤0.01%
395
2686
$7.67K ﹤0.01%
65
2687
$7.62K ﹤0.01%
+290
2688
$7.54K ﹤0.01%
198
-18
2689
$7.51K ﹤0.01%
+248
2690
$7.48K ﹤0.01%
350
2691
$7.45K ﹤0.01%
160
2692
$7.44K ﹤0.01%
451
-39
2693
$7.44K ﹤0.01%
1,500
2694
$7.43K ﹤0.01%
+210
2695
$7.41K ﹤0.01%
462
+55
2696
$7.38K ﹤0.01%
+340
2697
$7.36K ﹤0.01%
741
-23,984
2698
$7.35K ﹤0.01%
585
2699
$7.34K ﹤0.01%
251
-662
2700
$7.33K ﹤0.01%
+53
106 107
108
109 110