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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
1151
$333K 0.01%
3,025
+885
1152
$332K 0.01%
7,059
-7,062
1153
$332K 0.01%
5,854
+180
1154
$332K 0.01%
2,240
-550
1155
$331K 0.01%
3,254
+63
1156
$331K 0.01%
11,827
+648
1157
$330K 0.01%
28,059
+1,900
1158
$330K 0.01%
2,493
-32
1159
$330K 0.01%
34,178
1160
$330K 0.01%
20,910
-80,076
1161
$330K 0.01%
14,225
-409
1162
$329K 0.01%
+21,804
1163
$326K 0.01%
36,700
-550
1164
$325K 0.01%
9,158
1165
$322K 0.01%
2,674
-653
1166
$322K 0.01%
27,440
+900
1167
$322K 0.01%
+6,184
1168
$321K 0.01%
28,800
+1,500
1169
$319K 0.01%
4,659
-426
1170
$319K 0.01%
5,516
+80
1171
$318K 0.01%
+5,900
1172
$318K 0.01%
3,815
-440
1173
$318K 0.01%
21,225
+1,400
1174
$318K 0.01%
3,591
+95
1175
$317K 0.01%
9,616
+175
45 46
47
48 49