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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
2326
$24.2K ﹤0.01%
1,080
+811
2327
$24.1K ﹤0.01%
+3,850
2328
$24.1K ﹤0.01%
176
-1,650
2329
$24K ﹤0.01%
477
+36
2330
$23.8K ﹤0.01%
119
+3
2331
$23.8K ﹤0.01%
233
-50
2332
$23.7K ﹤0.01%
274
-2,509
2333
$23.7K ﹤0.01%
398
-5,069
2334
$23.6K ﹤0.01%
728
+406
2335
$23.6K ﹤0.01%
243
2336
$23.5K ﹤0.01%
1,821
+47
2337
$23.5K ﹤0.01%
749
2338
$23.4K ﹤0.01%
806
2339
$23.4K ﹤0.01%
200
-15
2340
$23.4K ﹤0.01%
2,000
-1,477
2341
$23.2K ﹤0.01%
493
-636
2342
$23.1K ﹤0.01%
256
-47
2343
$23.1K ﹤0.01%
386
-80
2344
$23K ﹤0.01%
384
-15
2345
$23K ﹤0.01%
786
+766
2346
$23K ﹤0.01%
1,057
+204
2347
$22.9K ﹤0.01%
167
+15
2348
$22.8K ﹤0.01%
283
-4,809
2349
$22.7K ﹤0.01%
322
2350
$22.6K ﹤0.01%
594
-2,406
92 93
94
95 96