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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
1176
$316K 0.01%
+291
1177
$315K 0.01%
9,645
1178
$315K 0.01%
2,569
-115
1179
$315K 0.01%
+14,765
1180
$314K 0.01%
6,755
-24
1181
$314K 0.01%
9,709
+2,077
1182
$313K 0.01%
32,850
+2,916
1183
$311K 0.01%
34,844
+413
1184
$311K 0.01%
6,807
+259
1185
$310K 0.01%
9,053
+629
1186
$310K 0.01%
17,298
+1,302
1187
$310K 0.01%
+5,473
1188
$309K 0.01%
+33,611
1189
$309K 0.01%
+40,050
1190
$308K 0.01%
4,520
+2,000
1191
$307K 0.01%
9,677
+23
1192
$307K 0.01%
25,343
+1,106
1193
$306K 0.01%
3,445
+100
1194
$306K 0.01%
5,149
-15
1195
$306K 0.01%
3,819
+1,050
1196
$306K 0.01%
46,000
-100
1197
$305K 0.01%
5,296
-5
1198
$304K 0.01%
21,026
-5,712
1199
$304K 0.01%
+2,025
1200
$303K 0.01%
+3,612
46 47
48
49 50