NA

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
426
$2.05M 0.03%
24,827
+4,194
427
$2.04M 0.03%
15,927
+2,303
428
$2.02M 0.03%
13,985
-2,824
429
$2.01M 0.03%
88,219
+9,113
430
$2M 0.03%
24,997
+44
431
$2M 0.03%
77,162
+52,787
432
$1.98M 0.03%
40,592
-1,872
433
$1.97M 0.03%
12,135
-1,811
434
$1.97M 0.03%
22,981
+374
435
$1.96M 0.03%
14,416
-2,062
436
$1.95M 0.03%
17,591
+2,668
437
$1.93M 0.03%
10,910
-1,787
438
$1.93M 0.03%
11,336
+2,201
439
$1.91M 0.03%
97,231
-61,637
440
$1.91M 0.03%
33,701
+6,662
441
$1.9M 0.03%
49,665
+7,318
442
$1.9M 0.03%
27,182
+8,601
443
$1.89M 0.03%
4,009
+340
444
$1.89M 0.03%
14,804
+6,816
445
$1.88M 0.03%
12,624
-5
446
$1.88M 0.03%
12,261
-1,560
447
$1.87M 0.03%
+39,036
448
$1.87M 0.03%
120,389
+77,413
449
$1.86M 0.03%
36,775
+15,305
450
$1.86M 0.03%
15,869
-16,634
16 17
18
19 20