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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
2376
$21K ﹤0.01%
220
2377
$20.9K ﹤0.01%
+1,203
2378
$20.8K ﹤0.01%
1,383
2379
$20.7K ﹤0.01%
+1,209
2380
$20.4K ﹤0.01%
426
+26
2381
$20.3K ﹤0.01%
1,250
2382
$20.2K ﹤0.01%
243
-1,102
2383
$20.1K ﹤0.01%
460
-31
2384
$20.1K ﹤0.01%
2,148
+461
2385
$20K ﹤0.01%
1,233
+2
2386
$20K ﹤0.01%
595
2387
$20K ﹤0.01%
10,351
2388
$19.9K ﹤0.01%
700
2389
$19.7K ﹤0.01%
212
2390
$19.5K ﹤0.01%
32,511
-5,000
2391
$19.3K ﹤0.01%
+823
2392
$19.3K ﹤0.01%
2,452
+94
2393
$19.3K ﹤0.01%
3,740
+610
2394
$19.2K ﹤0.01%
3,585
+140
2395
$19.1K ﹤0.01%
124
2396
$19K ﹤0.01%
10,000
2397
$18.9K ﹤0.01%
829
2398
$18.9K ﹤0.01%
297
+240
2399
$18.8K ﹤0.01%
319
+35
2400
$18.8K ﹤0.01%
660
94 95
96
97 98