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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
1026
$442K 0.01%
2,926
+1,073
1027
$441K 0.01%
4,142
-201
1028
$440K 0.01%
3,334
-1,027
1029
$439K 0.01%
23,053
+359
1030
$438K 0.01%
6,163
-85
1031
$438K 0.01%
22,225
-950
1032
$437K 0.01%
3,180
+1,013
1033
$436K 0.01%
8,884
-1,077
1034
$436K 0.01%
16,170
-280
1035
$435K 0.01%
11,232
+2,477
1036
$434K 0.01%
13,340
+13
1037
$434K 0.01%
7,019
-910
1038
$433K 0.01%
+23,580
1039
$432K 0.01%
7,211
-1,104
1040
$432K 0.01%
+5,862
1041
$431K 0.01%
25,604
+816
1042
$430K 0.01%
12,881
-100
1043
$429K 0.01%
8,396
-30,586
1044
$429K 0.01%
21,372
+6,593
1045
$428K 0.01%
55,570
+18,386
1046
$428K 0.01%
61,510
+14,262
1047
$426K 0.01%
16,434
-3,257
1048
$425K 0.01%
15,332
1049
$425K 0.01%
70,086
+745
1050
$425K 0.01%
130,773
-4,100
40 41
42
43 44