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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
576
$1.2M 0.02%
24,166
-1,558
577
$1.2M 0.02%
35,580
-1,129
578
$1.2M 0.02%
114,897
+412
579
$1.2M 0.02%
38,770
-2,351
580
$1.2M 0.02%
54,989
+1,371
581
$1.2M 0.02%
38,059
-6,918
582
$1.19M 0.02%
20,875
-5,195
583
$1.18M 0.02%
494,927
+125,831
584
$1.18M 0.02%
6,429
-7,179
585
$1.18M 0.02%
31,322
+333
586
$1.17M 0.02%
20,102
-483
587
$1.17M 0.02%
32,512
+1,902
588
$1.16M 0.02%
18,833
-7,371
589
$1.16M 0.02%
21,057
+875
590
$1.16M 0.02%
50,695
+29,876
591
$1.16M 0.02%
13,253
-2,794
592
$1.16M 0.02%
12,821
-1,721
593
$1.16M 0.02%
248,908
+2,062
594
$1.15M 0.02%
40,405
+17,863
595
$1.15M 0.02%
5,571
+63
596
$1.15M 0.02%
52,466
+2,617
597
$1.15M 0.02%
17,018
+87
598
$1.14M 0.02%
86,717
-2,372
599
$1.14M 0.02%
143,245
+7,000
600
$1.14M 0.02%
30,055
+103
22 23
24
25 26