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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
526
$1.42M 0.02%
39,227
+6,186
527
$1.41M 0.02%
28,068
+7,678
528
$1.41M 0.02%
15,461
-1,879
529
$1.4M 0.02%
12,471
-6,778
530
$1.4M 0.02%
27,991
-1,494
531
$1.39M 0.02%
52,597
-5,873
532
$1.39M 0.02%
23,269
+6,102
533
$1.39M 0.02%
49,376
-21,535
534
$1.38M 0.02%
11,981
-696
535
$1.38M 0.02%
41,090
+8,998
536
$1.38M 0.02%
4,518
-3,426
537
$1.38M 0.02%
41,847
+3,110
538
$1.37M 0.02%
85,714
-19,301
539
$1.37M 0.02%
27,570
-100
540
$1.36M 0.02%
10,033
-510
541
$1.35M 0.02%
16,627
-254
542
$1.34M 0.02%
+13,144
543
$1.34M 0.02%
+5,613
544
$1.33M 0.02%
16,743
-949
545
$1.33M 0.02%
31,788
-1,794
546
$1.32M 0.02%
+64,796
547
$1.32M 0.02%
+144,090
548
$1.32M 0.02%
19,776
+23
549
$1.32M 0.02%
15,887
-2,753
550
$1.31M 0.02%
12,521
+1,234
20 21
22
23 24