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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
976
$490K 0.01%
+4,823
977
$490K 0.01%
38,285
+156
978
$488K 0.01%
39,491
+3,821
979
$488K 0.01%
4,661
-3,023
980
$487K 0.01%
5,409
+396
981
$485K 0.01%
6,716
-2,186
982
$484K 0.01%
20,843
+8,877
983
$483K 0.01%
28,645
-16,721
984
$482K 0.01%
13,433
-547
985
$482K 0.01%
13,542
-19,821
986
$480K 0.01%
3,098
+188
987
$480K 0.01%
5,015
-145
988
$479K 0.01%
9,700
989
$477K 0.01%
10,660
+778
990
$477K 0.01%
29,755
-2,573
991
$477K 0.01%
+11,538
992
$475K 0.01%
3,521
+72
993
$473K 0.01%
37,757
+2,605
994
$473K 0.01%
7,710
+2,002
995
$470K 0.01%
131,400
-600
996
$469K 0.01%
4,019
-12
997
$466K 0.01%
30,974
-21,751
998
$465K 0.01%
27,530
-14,170
999
$464K 0.01%
4,303
-492
1000
$461K 0.01%
12,903
+1,765
38 39
40
41 42