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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
1126
$348K 0.01%
+11,314
1127
$347K 0.01%
+7,529
1128
$346K 0.01%
81,800
-2,400
1129
$345K 0.01%
6,851
+21
1130
$345K 0.01%
14,294
-592
1131
$344K 0.01%
16,207
1132
$343K 0.01%
10,335
1133
$343K 0.01%
22,000
-7,031
1134
$342K 0.01%
12,278
+1,418
1135
$342K 0.01%
5,052
-19
1136
$342K 0.01%
+10,683
1137
$342K 0.01%
11,980
-1,751
1138
$342K 0.01%
4,520
+933
1139
$341K 0.01%
5,680
-31
1140
$341K 0.01%
29,800
+1,800
1141
$341K 0.01%
25,158
+210
1142
$340K 0.01%
+1,968
1143
$339K 0.01%
38,492
+2,854
1144
$339K 0.01%
16,143
+1,934
1145
$338K 0.01%
40,020
+5,300
1146
$338K 0.01%
6,998
+2
1147
$338K 0.01%
3,851
+3
1148
$336K 0.01%
5,007
+1,263
1149
$334K 0.01%
5,603
+390
1150
$334K 0.01%
11,657
-73,754
44 45
46
47 48