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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
751
$784K 0.01%
311,090
+24,000
752
$779K 0.01%
4,533
-24
753
$776K 0.01%
90,808
+3,831
754
$775K 0.01%
85,210
+708
755
$774K 0.01%
16,982
-2,404
756
$774K 0.01%
54,855
-20,199
757
$772K 0.01%
67,143
-10,464
758
$772K 0.01%
65,300
-100
759
$771K 0.01%
19,878
+12,590
760
$769K 0.01%
7,113
+1,322
761
$766K 0.01%
11,342
-678
762
$764K 0.01%
62,539
+1,900
763
$762K 0.01%
13,086
-164
764
$760K 0.01%
27,018
+1,607
765
$759K 0.01%
21,164
-4,849
766
$757K 0.01%
7,858
-1,636
767
$757K 0.01%
34,688
+12,735
768
$756K 0.01%
20,548
+5,117
769
$756K 0.01%
32,777
+38
770
$752K 0.01%
8,567
+1,640
771
$750K 0.01%
70,555
+300
772
$750K 0.01%
58,599
+790
773
$749K 0.01%
42,943
+1,807
774
$749K 0.01%
4,504
-111
775
$747K 0.01%
3,421
+2,071
29 30
31
32 33