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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
501
$1.54M 0.03%
51,630
-9,839
502
$1.53M 0.03%
5,459
+295
503
$1.52M 0.03%
31,840
-26,958
504
$1.52M 0.03%
+30,650
505
$1.52M 0.02%
2,201
+960
506
$1.51M 0.02%
25,152
+13,009
507
$1.5M 0.02%
24,657
+124
508
$1.5M 0.02%
42,319
+16,575
509
$1.5M 0.02%
16,070
+4,632
510
$1.5M 0.02%
8,241
-3,740
511
$1.5M 0.02%
+28,764
512
$1.5M 0.02%
4,902
+1,228
513
$1.49M 0.02%
65,151
-2,353
514
$1.47M 0.02%
27,153
+126
515
$1.47M 0.02%
3,666
-582
516
$1.46M 0.02%
9,844
-5,742
517
$1.44M 0.02%
7,692
-2,124
518
$1.44M 0.02%
60,566
+3,422
519
$1.44M 0.02%
13,543
-248
520
$1.44M 0.02%
19,754
+7,443
521
$1.44M 0.02%
27,099
+23,338
522
$1.44M 0.02%
6,422
+598
523
$1.43M 0.02%
49,494
+1,756
524
$1.42M 0.02%
27,736
+458
525
$1.42M 0.02%
21,502
-15,217
19 20
21
22 23