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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
676
$908K 0.01%
12,038
-28,382
677
$908K 0.01%
79,749
+5,667
678
$905K 0.01%
28,227
+3,749
679
$904K 0.01%
199,544
-11,000
680
$904K 0.01%
190,700
+2,100
681
$901K 0.01%
320,800
+599
682
$900K 0.01%
6,915
+679
683
$899K 0.01%
35,459
+9,563
684
$895K 0.01%
3,282
+1,064
685
$895K 0.01%
25,649
+1,304
686
$895K 0.01%
+2,172
687
$891K 0.01%
11,842
+1,387
688
$890K 0.01%
43,442
+2,712
689
$886K 0.01%
+22,395
690
$884K 0.01%
8,421
+5,296
691
$884K 0.01%
21,329
+5,621
692
$881K 0.01%
13,164
-6,364
693
$881K 0.01%
43,169
+4,035
694
$878K 0.01%
+4,926
695
$875K 0.01%
19,955
-14,131
696
$871K 0.01%
56,717
-2,372
697
$865K 0.01%
35,112
-419
698
$863K 0.01%
125,200
+1,100
699
$862K 0.01%
44,270
+14
700
$861K 0.01%
1,026
+22
26 27
28
29 30