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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
451
$1.85M 0.03%
27,770
-8,812
452
$1.85M 0.03%
17,669
+784
453
$1.84M 0.03%
29,822
+2,247
454
$1.84M 0.03%
69,335
+17,019
455
$1.83M 0.03%
70,879
+3,697
456
$1.83M 0.03%
36,598
+6,498
457
$1.83M 0.03%
21,139
+905
458
$1.83M 0.03%
37,956
+2,630
459
$1.82M 0.03%
104,308
-9,221
460
$1.81M 0.03%
8,854
-4,275
461
$1.8M 0.03%
21,988
+2,800
462
$1.76M 0.03%
21,712
+131
463
$1.75M 0.03%
35,197
-3,195
464
$1.75M 0.03%
+141,447
465
$1.75M 0.03%
6,029
+1,354
466
$1.74M 0.03%
31,680
+16
467
$1.74M 0.03%
46,106
+33,371
468
$1.73M 0.03%
13,721
-22,747
469
$1.73M 0.03%
4,315
-498
470
$1.72M 0.03%
50,440
+6,268
471
$1.71M 0.03%
+83,525
472
$1.7M 0.03%
101,531
-12,638
473
$1.7M 0.03%
14,654
+4,637
474
$1.67M 0.03%
34,373
+9,087
475
$1.67M 0.03%
87,661
+1,802
17 18
19
20 21