NA

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
51
$28.7M 0.47%
136,329
+6,939
52
$28.1M 0.46%
583,335
-2,551
53
$27.9M 0.46%
171,418
+5,195
54
$27.2M 0.45%
123,530
+105,500
55
$27M 0.44%
1,220,598
+19,554
56
$26.8M 0.44%
369,518
+108,367
57
$26.8M 0.44%
508,096
+4,065
58
$26M 0.43%
226,001
+24,502
59
$25.7M 0.42%
189,336
-31,573
60
$25.4M 0.42%
265,065
-7,075
61
$24M 0.4%
275,386
-16,634
62
$24M 0.39%
362,693
+59,589
63
$23.9M 0.39%
139,912
+44,430
64
$23.5M 0.39%
468,486
-137,560
65
$22.9M 0.38%
128,640
+857
66
$22.2M 0.36%
298,510
+18,340
67
$22.1M 0.36%
1,817,720
+150,010
68
$21.9M 0.36%
173,407
-4,083
69
$21.8M 0.36%
460,892
+86,173
70
$21.7M 0.36%
110,123
-5,165
71
$20.7M 0.34%
255,349
-1,981
72
$20.6M 0.34%
530,775
-6,753
73
$20.6M 0.34%
810,578
+167,658
74
$20.5M 0.34%
114,089
-3,647
75
$20.4M 0.33%
124,774
-7,995
1 2
3
4 5