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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
3126
$1.77K ﹤0.01%
100
3127
$1.77K ﹤0.01%
1,000
3128
$1.76K ﹤0.01%
46
3129
$1.76K ﹤0.01%
131
-89,370
3130
$1.75K ﹤0.01%
56
3131
$1.75K ﹤0.01%
250
3132
$1.74K ﹤0.01%
20
3133
$1.73K ﹤0.01%
45
-192
3134
$1.73K ﹤0.01%
181
+2
3135
$1.73K ﹤0.01%
51
-1,379
3136
$1.73K ﹤0.01%
+16
3137
$1.72K ﹤0.01%
200
3138
$1.72K ﹤0.01%
14
-6
3139
$1.72K ﹤0.01%
179
+76
3140
$1.71K ﹤0.01%
500
3141
$1.71K ﹤0.01%
100
3142
$1.7K ﹤0.01%
+30
3143
$1.68K ﹤0.01%
+43
3144
$1.68K ﹤0.01%
35
+2
3145
$1.67K ﹤0.01%
430
3146
$1.67K ﹤0.01%
+32
3147
$1.66K ﹤0.01%
300
3148
$1.66K ﹤0.01%
20
-5
3149
$1.65K ﹤0.01%
47
3150
$1.65K ﹤0.01%
20
124 125
126
127 128