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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
2976
$2.97K ﹤0.01%
14
+1
2977
$2.96K ﹤0.01%
81
2978
$2.96K ﹤0.01%
100
2979
$2.93K ﹤0.01%
+73
2980
$2.92K ﹤0.01%
136
-81
2981
$2.92K ﹤0.01%
600
2982
$2.91K ﹤0.01%
883
+3
2983
$2.91K ﹤0.01%
153
-112
2984
$2.91K ﹤0.01%
75
2985
$2.9K ﹤0.01%
199
2986
$2.89K ﹤0.01%
+38
2987
$2.86K ﹤0.01%
840
2988
$2.85K ﹤0.01%
275
+45
2989
$2.85K ﹤0.01%
31
2990
$2.83K ﹤0.01%
13
2991
$2.83K ﹤0.01%
100
2992
$2.82K ﹤0.01%
+65
2993
$2.81K ﹤0.01%
246
2994
$2.81K ﹤0.01%
80
2995
$2.81K ﹤0.01%
275
2996
$2.8K ﹤0.01%
46
2997
$2.8K ﹤0.01%
188
-21
2998
$2.8K ﹤0.01%
171
-19,510
2999
$2.77K ﹤0.01%
159
3000
$2.77K ﹤0.01%
+89
118 119
120
121 122