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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
2151
$40.9K ﹤0.01%
226
-6
2152
$40.9K ﹤0.01%
730
-23
2153
$40.9K ﹤0.01%
3,040
-18,626
2154
$40.8K ﹤0.01%
719
-5,392
2155
$40.6K ﹤0.01%
+11,383
2156
$40.6K ﹤0.01%
2,873
-1,027
2157
$40.6K ﹤0.01%
6,500
2158
$40.2K ﹤0.01%
280
+135
2159
$40.1K ﹤0.01%
711
-2,608
2160
$40.1K ﹤0.01%
1,014
-6,024
2161
$40K ﹤0.01%
333
2162
$39.9K ﹤0.01%
328
+6
2163
$39.7K ﹤0.01%
4,088
2164
$39.5K ﹤0.01%
1,315
-151
2165
$39.3K ﹤0.01%
11,300
2166
$39.3K ﹤0.01%
284
+88
2167
$39.2K ﹤0.01%
680
+146
2168
$38.7K ﹤0.01%
1,450
2169
$38.3K ﹤0.01%
331
+23
2170
$38.1K ﹤0.01%
525
+187
2171
$38.1K ﹤0.01%
189
+29
2172
$38K ﹤0.01%
1,949
-43
2173
$38K ﹤0.01%
483
2174
$38K ﹤0.01%
500
2175
$37.8K ﹤0.01%
286
+35
85 86
87
88 89