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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
901
$575K 0.01%
39,785
+700
902
$572K 0.01%
16,414
+3,639
903
$572K 0.01%
13,820
-57
904
$571K 0.01%
52,547
+247
905
$571K 0.01%
4,224
-283
906
$569K 0.01%
+11,275
907
$568K 0.01%
+18,116
908
$567K 0.01%
32,914
+499
909
$566K 0.01%
3,897
-1,045
910
$565K 0.01%
15,058
-1,783
911
$561K 0.01%
11,892
+911
912
$559K 0.01%
36,323
+11,297
913
$559K 0.01%
+23,290
914
$559K 0.01%
49,189
+13,669
915
$558K 0.01%
33,400
+1,200
916
$557K 0.01%
8,835
+75
917
$554K 0.01%
+12,562
918
$552K 0.01%
16,528
+1,235
919
$552K 0.01%
53,500
+2,100
920
$552K 0.01%
9,387
+4,993
921
$551K 0.01%
57,833
+28,450
922
$548K 0.01%
84,800
+2,500
923
$546K 0.01%
48,375
-250
924
$542K 0.01%
13,341
+37
925
$541K 0.01%
31,282
-148
35 36
37
38 39