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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
1051
$424K 0.01%
43,331
-4,800
1052
$423K 0.01%
2,091
-95
1053
$423K 0.01%
15,230
-22,120
1054
$422K 0.01%
8,611
+13
1055
$421K 0.01%
3,764
-5,180
1056
$418K 0.01%
51,495
+945
1057
$418K 0.01%
25,100
-1,425
1058
$418K 0.01%
9,447
+461
1059
$417K 0.01%
8,368
-317
1060
$414K 0.01%
+10,065
1061
$414K 0.01%
24,997
-3,897
1062
$410K 0.01%
24,908
+500
1063
$407K 0.01%
6,694
-2,885
1064
$407K 0.01%
13,721
+906
1065
$406K 0.01%
237,599
-8,501
1066
$405K 0.01%
7,601
-89
1067
$403K 0.01%
+3,896
1068
$402K 0.01%
56,180
+1,081
1069
$400K 0.01%
11,373
-175
1070
$400K 0.01%
+4,050
1071
$400K 0.01%
9,933
+1,720
1072
$399K 0.01%
+8,257
1073
$398K 0.01%
18,954
-16,942
1074
$396K 0.01%
35,504
+1,856
1075
$395K 0.01%
+10,236
41 42
43
44 45