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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
651
$981K 0.02%
54,180
+7,020
652
$978K 0.02%
56,853
+6
653
$973K 0.02%
32,996
-440
654
$965K 0.02%
21,226
+392
655
$965K 0.02%
11,572
-498
656
$963K 0.02%
86,673
-2,027
657
$958K 0.02%
15,377
+2,140
658
$955K 0.02%
16,706
+1,704
659
$954K 0.02%
+26,760
660
$951K 0.02%
34,819
+24
661
$948K 0.02%
173,712
+1,100
662
$945K 0.02%
29,428
+4,435
663
$945K 0.02%
3,885
+146
664
$942K 0.02%
11,730
-18,674
665
$941K 0.02%
158,175
+4,799
666
$940K 0.02%
439
+189
667
$940K 0.02%
16,614
+8,527
668
$939K 0.02%
19,083
-1,059
669
$939K 0.02%
4,364
-7
670
$931K 0.02%
14,874
+869
671
$929K 0.02%
4,304
-45
672
$929K 0.02%
14,737
+2,325
673
$923K 0.02%
284,050
+4,549
674
$919K 0.02%
49,436
-898
675
$916K 0.02%
12,310
+209
25 26
27
28 29