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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
276
$3.95M 0.06%
58,091
-3,823
277
$3.91M 0.06%
209,723
+26,739
278
$3.86M 0.06%
134,870
+32,521
279
$3.85M 0.06%
53,566
-2,593
280
$3.82M 0.06%
23,354
+54
281
$3.8M 0.06%
28,193
-705
282
$3.79M 0.06%
149,423
-83,388
283
$3.76M 0.06%
23,026
+6,733
284
$3.75M 0.06%
54,333
+2,812
285
$3.73M 0.06%
84,226
+18,606
286
$3.73M 0.06%
75,847
-4,196
287
$3.73M 0.06%
77,523
-12,068
288
$3.71M 0.06%
64,333
+11,348
289
$3.71M 0.06%
40,120
-2,267
290
$3.69M 0.06%
41,269
+151
291
$3.69M 0.06%
24,695
+7,753
292
$3.68M 0.06%
35,847
+6,202
293
$3.66M 0.06%
45,339
-6,756
294
$3.66M 0.06%
9
-1
295
$3.63M 0.06%
195,231
+25,530
296
$3.62M 0.06%
82,092
+11,587
297
$3.62M 0.06%
29,861
-15,697
298
$3.6M 0.06%
65,424
-33,958
299
$3.6M 0.06%
11,881
+471
300
$3.59M 0.06%
105,744
+61,474
10 11
12
13 14