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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
1951
$75K ﹤0.01%
1,257
1952
$75K ﹤0.01%
747
+62
1953
$75K ﹤0.01%
1,625
-445
1954
$74.7K ﹤0.01%
916
-450
1955
$74.6K ﹤0.01%
2,721
+59
1956
$74.4K ﹤0.01%
1,406
-6
1957
$74K ﹤0.01%
3,254
-633
1958
$74K ﹤0.01%
275
+151
1959
$73.9K ﹤0.01%
2,835
+373
1960
$73.8K ﹤0.01%
1,978
-177
1961
$73.7K ﹤0.01%
12,921
1962
$73.5K ﹤0.01%
+1,600
1963
$73.4K ﹤0.01%
+1,279
1964
$73.2K ﹤0.01%
3,354
1965
$73K ﹤0.01%
709
+49
1966
$73K ﹤0.01%
1,077
-2,848
1967
$72.2K ﹤0.01%
10,022
1968
$72.1K ﹤0.01%
13,200
1969
$72K ﹤0.01%
4,117
1970
$71.9K ﹤0.01%
3,203
1971
$71.8K ﹤0.01%
1,024
+178
1972
$71.6K ﹤0.01%
1,223
-210
1973
$71.2K ﹤0.01%
1,348
-1,806
1974
$71.1K ﹤0.01%
840
-515
1975
$71K ﹤0.01%
3,368
+2,368
77 78
79
80 81