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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
2876
$4.08K ﹤0.01%
249
-1,177
2877
$4.08K ﹤0.01%
500
2878
$4.08K ﹤0.01%
119
2879
$4.06K ﹤0.01%
68
+1
2880
$3.99K ﹤0.01%
114
-120
2881
$3.97K ﹤0.01%
62
2882
$3.96K ﹤0.01%
+100
2883
$3.96K ﹤0.01%
+25
2884
$3.95K ﹤0.01%
367
2885
$3.94K ﹤0.01%
241
2886
$3.92K ﹤0.01%
86
-10,637
2887
$3.91K ﹤0.01%
128
-2,470
2888
$3.89K ﹤0.01%
25
2889
$3.89K ﹤0.01%
30
+19
2890
$3.88K ﹤0.01%
515
+7
2891
$3.87K ﹤0.01%
300
2892
$3.86K ﹤0.01%
168
-899
2893
$3.86K ﹤0.01%
171
+95
2894
$3.84K ﹤0.01%
131
+1
2895
$3.83K ﹤0.01%
+150
2896
$3.81K ﹤0.01%
47
+24
2897
$3.79K ﹤0.01%
32
-57
2898
$3.79K ﹤0.01%
4,200
2899
$3.78K ﹤0.01%
1,309
-1
2900
$3.78K ﹤0.01%
+364
114 115
116
117 118