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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
551
$1.31M 0.02%
57,403
+2,152
552
$1.31M 0.02%
36,463
-12,521
553
$1.3M 0.02%
60,139
-6,003
554
$1.3M 0.02%
33,580
+98
555
$1.29M 0.02%
22,421
+17,721
556
$1.29M 0.02%
32,685
-849
557
$1.29M 0.02%
13,951
+800
558
$1.28M 0.02%
29,823
-18,434
559
$1.27M 0.02%
10,168
-3,314
560
$1.27M 0.02%
17,728
-6,033
561
$1.26M 0.02%
118,990
-13,932
562
$1.26M 0.02%
15,981
-3,224
563
$1.25M 0.02%
15,863
+1,389
564
$1.24M 0.02%
9,829
+1,612
565
$1.24M 0.02%
+16,483
566
$1.24M 0.02%
3,414
-1,367
567
$1.23M 0.02%
19,489
-8,928
568
$1.23M 0.02%
114,000
+1,978
569
$1.23M 0.02%
18,866
-1,729
570
$1.23M 0.02%
71,467
+7,803
571
$1.22M 0.02%
49,524
-8,916
572
$1.21M 0.02%
32,971
-1,701
573
$1.21M 0.02%
+22,734
574
$1.21M 0.02%
19,799
+3,688
575
$1.21M 0.02%
86,076
-21,288
21 22
23
24 25