NA

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
3201
$1.29K ﹤0.01%
135
-148
3202
$1.29K ﹤0.01%
100
3203
$1.27K ﹤0.01%
+96
3204
$1.25K ﹤0.01%
195
3205
$1.25K ﹤0.01%
190
-2
3206
$1.24K ﹤0.01%
+37
3207
$1.24K ﹤0.01%
11
3208
$1.23K ﹤0.01%
+54
3209
$1.23K ﹤0.01%
50
-400
3210
$1.22K ﹤0.01%
28
-49
3211
$1.22K ﹤0.01%
45
-8,285
3212
$1.21K ﹤0.01%
23
3213
$1.19K ﹤0.01%
3
3214
$1.18K ﹤0.01%
+267
3215
$1.18K ﹤0.01%
5
-53
3216
$1.16K ﹤0.01%
147
+34
3217
$1.16K ﹤0.01%
33
3218
$1.15K ﹤0.01%
73
+13
3219
$1.14K ﹤0.01%
95
3220
$1.13K ﹤0.01%
77
-974
3221
$1.13K ﹤0.01%
21
3222
$1.12K ﹤0.01%
+171
3223
$1.12K ﹤0.01%
43
3224
$1.12K ﹤0.01%
300
3225
$1.12K ﹤0.01%
120
127 128
129
130 131