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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
2901
$3.77K ﹤0.01%
253
2902
$3.76K ﹤0.01%
101
2903
$3.73K ﹤0.01%
146
2904
$3.73K ﹤0.01%
761
+339
2905
$3.73K ﹤0.01%
300
2906
$3.71K ﹤0.01%
500
-60
2907
$3.71K ﹤0.01%
+278
2908
$3.71K ﹤0.01%
250
2909
$3.71K ﹤0.01%
20
-54
2910
$3.7K ﹤0.01%
9
+1
2911
$3.69K ﹤0.01%
+100
2912
$3.68K ﹤0.01%
+315
2913
$3.67K ﹤0.01%
27
2914
$3.67K ﹤0.01%
58
+1
2915
$3.67K ﹤0.01%
+500
2916
$3.66K ﹤0.01%
425
2917
$3.66K ﹤0.01%
183
+1
2918
$3.63K ﹤0.01%
356
+4
2919
$3.62K ﹤0.01%
99
2920
$3.62K ﹤0.01%
55
2921
$3.62K ﹤0.01%
50
2922
$3.61K ﹤0.01%
+504
2923
$3.59K ﹤0.01%
34
2924
$3.58K ﹤0.01%
+100
2925
$3.58K ﹤0.01%
100
115 116
117
118 119