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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
826
$669K 0.01%
11,584
-11,970
827
$668K 0.01%
23,635
+400
828
$668K 0.01%
22,311
-6,617
829
$666K 0.01%
19,469
-4,932
830
$664K 0.01%
8,005
-221
831
$664K 0.01%
14,642
+2,449
832
$664K 0.01%
17,038
-9
833
$662K 0.01%
8,905
-222
834
$660K 0.01%
15,510
+6,507
835
$658K 0.01%
14,273
+4,281
836
$657K 0.01%
15,156
-921
837
$652K 0.01%
82,594
+3,500
838
$651K 0.01%
7,883
+4,300
839
$651K 0.01%
11,491
-2,534
840
$647K 0.01%
47,830
+24
841
$647K 0.01%
42,767
+1,333
842
$644K 0.01%
84,500
+1,800
843
$644K 0.01%
10,649
-4
844
$639K 0.01%
4,428
-1,145
845
$638K 0.01%
61,621
+719
846
$638K 0.01%
7,114
-4,550
847
$636K 0.01%
+2,634
848
$635K 0.01%
25,064
+4,543
849
$635K 0.01%
51,689
-2,319
850
$634K 0.01%
4,827
+20
32 33
34
35 36