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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
776
$747K 0.01%
9,852
+406
777
$747K 0.01%
+40,869
778
$739K 0.01%
62,920
+11,703
779
$738K 0.01%
106,808
+2,610
780
$738K 0.01%
18,442
-6,335
781
$733K 0.01%
75,000
+1,400
782
$731K 0.01%
+24,168
783
$731K 0.01%
69,386
+1,302
784
$731K 0.01%
9,847
+29
785
$726K 0.01%
16,571
-198
786
$722K 0.01%
35,095
-9,751
787
$722K 0.01%
130,633
+5,350
788
$720K 0.01%
61,739
+2,913
789
$719K 0.01%
59,441
-1,132
790
$718K 0.01%
11,672
-98
791
$717K 0.01%
18,585
+3,155
792
$717K 0.01%
55,945
-18,410
793
$716K 0.01%
15,686
+3,615
794
$715K 0.01%
87,892
+15,027
795
$713K 0.01%
173,059
+3,109
796
$712K 0.01%
160,800
-7,401
797
$711K 0.01%
32,117
+6,022
798
$706K 0.01%
58,000
+500
799
$705K 0.01%
7,966
-72
800
$704K 0.01%
22,029
+195
30 31
32
33 34