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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
926
$540K 0.01%
25,907
+8,620
927
$540K 0.01%
63,828
-350
928
$540K 0.01%
9,025
+3,977
929
$538K 0.01%
10,426
+5,527
930
$537K 0.01%
+5,920
931
$534K 0.01%
21,583
-1,603
932
$532K 0.01%
46,120
+2,299
933
$531K 0.01%
48,244
-2,063
934
$531K 0.01%
7,358
+976
935
$530K 0.01%
24,359
+1,506
936
$529K 0.01%
48,744
+1,700
937
$527K 0.01%
18,922
-2,754
938
$524K 0.01%
447
-71
939
$524K 0.01%
81,382
-3,365
940
$522K 0.01%
296,600
+6,700
941
$522K 0.01%
119,800
+2,800
942
$521K 0.01%
9,372
-1,005
943
$521K 0.01%
22,193
-3,360
944
$520K 0.01%
1,616
-523
945
$518K 0.01%
2,499
+296
946
$518K 0.01%
22,987
-653
947
$517K 0.01%
+5,915
948
$516K 0.01%
4,148
+42
949
$514K 0.01%
+18,200
950
$511K 0.01%
21,463
-204
36 37
38
39 40