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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
2276
$28.7K ﹤0.01%
2,835
-992
2277
$28.5K ﹤0.01%
195
+25
2278
$28.4K ﹤0.01%
1,243
-40
2279
$28.3K ﹤0.01%
1,915
-669
2280
$28K ﹤0.01%
1,348
2281
$28K ﹤0.01%
1,686
+40
2282
$27.6K ﹤0.01%
631
2283
$27.6K ﹤0.01%
500
-4,115
2284
$27.5K ﹤0.01%
8,650
-317
2285
$27.3K ﹤0.01%
3,476
+184
2286
$27.3K ﹤0.01%
1,356
+938
2287
$27.2K ﹤0.01%
314
-452
2288
$27K ﹤0.01%
766
-1
2289
$27K ﹤0.01%
986
2290
$26.9K ﹤0.01%
+1,829
2291
$26.9K ﹤0.01%
811
+307
2292
$26.8K ﹤0.01%
709
-197
2293
$26.8K ﹤0.01%
546
2294
$26.8K ﹤0.01%
11,600
-276
2295
$26.7K ﹤0.01%
10,000
-349
2296
$26.6K ﹤0.01%
233
-183
2297
$26.6K ﹤0.01%
2,117
+305
2298
$26.4K ﹤0.01%
6,200
+1,100
2299
$26.2K ﹤0.01%
1,236
-219
2300
$26.1K ﹤0.01%
558
90 91
92
93 94