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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
$6.09B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,706
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$26.3M
3
+$25M
4
MRK icon
Merck
MRK
+$24.4M
5
HSY icon
Hershey
HSY
+$23.3M

Top Sells

1
+$20.1M
2
+$19.1M
3
+$18M
4
LMT icon
Lockheed Martin
LMT
+$17.4M
5
DBO icon
Invesco DB Oil Fund
DBO
+$14M

Sector Composition

1 Technology 10.62%
2 Healthcare 7.58%
3 Financials 6.13%
4 Consumer Discretionary 4.54%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.61M 0.08%
+46,301
252
$4.58M 0.08%
81,717
-2,434
253
$4.56M 0.07%
62,013
-7,000
254
$4.54M 0.07%
82,813
+5,389
255
$4.52M 0.07%
294,486
-54,466
256
$4.51M 0.07%
142,426
-12,333
257
$4.46M 0.07%
15,539
+9,018
258
$4.45M 0.07%
+141,007
259
$4.43M 0.07%
43,272
+9,457
260
$4.41M 0.07%
40,452
+684
261
$4.39M 0.07%
19,724
+2,349
262
$4.29M 0.07%
20,480
-1,229
263
$4.29M 0.07%
64,340
+10,224
264
$4.24M 0.07%
84,364
-4,436
265
$4.23M 0.07%
15,360
-482
266
$4.17M 0.07%
95,847
+1,025
267
$4.16M 0.07%
70,143
+378
268
$4.15M 0.07%
46,291
+7,719
269
$4.15M 0.07%
272,190
+2,120
270
$4.08M 0.07%
158,261
+4,793
271
$4.05M 0.07%
258,368
+57,854
272
$4.04M 0.07%
48,638
-14,646
273
$4.02M 0.07%
54,935
+12,853
274
$4M 0.07%
124,004
+25,761
275
$3.98M 0.07%
126,147
-5,418
9 10
11
12 13