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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
351
$2.86M 0.05%
28,149
-2,007
352
$2.85M 0.05%
16,725
+5,042
353
$2.84M 0.05%
14,043
-222
354
$2.76M 0.05%
40,062
-23,117
355
$2.75M 0.05%
13,219
+1,373
356
$2.74M 0.05%
93,745
-37,755
357
$2.73M 0.04%
135,369
+2,910
358
$2.7M 0.04%
48,124
-13,945
359
$2.7M 0.04%
114,800
-1,090
360
$2.66M 0.04%
41,524
-1,097
361
$2.65M 0.04%
99,183
+37,966
362
$2.65M 0.04%
91,719
-10
363
$2.64M 0.04%
+64,782
364
$2.62M 0.04%
12,580
-1,277
365
$2.62M 0.04%
53,213
+4,166
366
$2.6M 0.04%
75,184
-5,666
367
$2.6M 0.04%
71,131
+7,085
368
$2.56M 0.04%
25,201
-146
369
$2.52M 0.04%
23,548
+9,312
370
$2.51M 0.04%
26,550
-6,690
371
$2.5M 0.04%
31,275
-29,735
372
$2.5M 0.04%
22,661
-14,706
373
$2.5M 0.04%
111,866
-54,542
374
$2.47M 0.04%
17,316
-7,301
375
$2.44M 0.04%
16,842
+462
13 14
15
16 17