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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
376
$2.43M 0.04%
124,587
+38,972
377
$2.42M 0.04%
111,549
-17,174
378
$2.41M 0.04%
41,235
+5,994
379
$2.41M 0.04%
101,341
+2,372
380
$2.41M 0.04%
10,756
-444
381
$2.4M 0.04%
33,650
+854
382
$2.4M 0.04%
57,057
-2,180
383
$2.37M 0.04%
28,309
+8,520
384
$2.36M 0.04%
85,804
-14,800
385
$2.36M 0.04%
31,742
-12,690
386
$2.34M 0.04%
25,742
+578
387
$2.33M 0.04%
95,781
+3,330
388
$2.33M 0.04%
64,598
+14,699
389
$2.32M 0.04%
40,695
-1,354
390
$2.31M 0.04%
101,473
+4,259
391
$2.3M 0.04%
33,200
-984
392
$2.3M 0.04%
115,747
-11,841
393
$2.29M 0.04%
9,102
+643
394
$2.27M 0.04%
55,433
-6,309
395
$2.26M 0.04%
29,863
+1,718
396
$2.25M 0.04%
24,690
+2,210
397
$2.23M 0.04%
95,646
+21,904
398
$2.23M 0.04%
77,230
+18,270
399
$2.23M 0.04%
35,953
+2,551
400
$2.23M 0.04%
115,052
+2,502
14 15
16
17 18