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
2301
$26.1K ﹤0.01%
367
+82
2302
$26.1K ﹤0.01%
645
2303
$26K ﹤0.01%
2,606
2304
$25.8K ﹤0.01%
+878
2305
$25.8K ﹤0.01%
297
-83
2306
$25.7K ﹤0.01%
+2,067
2307
$25.6K ﹤0.01%
855
2308
$25.4K ﹤0.01%
1,283
-817
2309
$25.3K ﹤0.01%
262
-60
2310
$25.2K ﹤0.01%
559
2311
$25K ﹤0.01%
3,193
2312
$25K ﹤0.01%
74
2313
$25K ﹤0.01%
4,900
-300
2314
$24.9K ﹤0.01%
171
2315
$24.8K ﹤0.01%
1,840
+1,020
2316
$24.8K ﹤0.01%
5,204
2317
$24.8K ﹤0.01%
635
2318
$24.7K ﹤0.01%
232
2319
$24.5K ﹤0.01%
345
2320
$24.5K ﹤0.01%
1,331
+624
2321
$24.5K ﹤0.01%
+598
2322
$24.4K ﹤0.01%
1,097
-1,913
2323
$24.4K ﹤0.01%
+960
2324
$24.4K ﹤0.01%
18,331
2325
$24.2K ﹤0.01%
562
+1