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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
876
$603K 0.01%
37,255
-13,348
877
$601K 0.01%
15,058
-662
878
$601K 0.01%
39,684
+19,784
879
$598K 0.01%
+31,847
880
$598K 0.01%
15,517
+415
881
$598K 0.01%
21,225
-3,496
882
$597K 0.01%
15,417
+929
883
$596K 0.01%
13,000
+1,129
884
$596K 0.01%
1,219
+242
885
$596K 0.01%
49,408
-743
886
$595K 0.01%
+25,518
887
$591K 0.01%
15,341
+2,426
888
$590K 0.01%
1,472
+181
889
$590K 0.01%
13,428
-137
890
$589K 0.01%
221,950
+2,650
891
$589K 0.01%
22,148
+3,812
892
$588K 0.01%
35,166
-14,146
893
$587K 0.01%
+13,398
894
$583K 0.01%
8,536
-5,311
895
$582K 0.01%
20,923
-1,075
896
$581K 0.01%
46,540
+2,517
897
$581K 0.01%
+26,330
898
$578K 0.01%
6,942
-6,005
899
$577K 0.01%
2,834
+452
900
$577K 0.01%
23,150
-35,123
34 35
36
37 38