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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
701
$859K 0.01%
132,400
-400
702
$859K 0.01%
107,800
+5,200
703
$858K 0.01%
22,162
-4,010
704
$857K 0.01%
+45,815
705
$856K 0.01%
53,136
+1,303
706
$855K 0.01%
6,549
-1,092
707
$852K 0.01%
+13,414
708
$852K 0.01%
20,901
-6,331
709
$852K 0.01%
76,536
-2,685
710
$851K 0.01%
42,158
-16,573
711
$851K 0.01%
10,722
+4,574
712
$851K 0.01%
36,299
-4,197
713
$849K 0.01%
35,880
+22,821
714
$845K 0.01%
3,053
+23
715
$844K 0.01%
3,280
-680
716
$842K 0.01%
5,812
+3,713
717
$841K 0.01%
+12,524
718
$840K 0.01%
77,839
719
$837K 0.01%
104,911
+1,600
720
$836K 0.01%
58,715
+1,349
721
$836K 0.01%
32,258
-14,542
722
$836K 0.01%
17,409
-1,540
723
$830K 0.01%
18,687
-2,321
724
$829K 0.01%
31,684
-2,044
725
$826K 0.01%
89,694
+3,550
27 28
29
30 31