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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
1201
$303K 0.01%
5,280
-11,698
1202
$302K 0.01%
8,824
+23
1203
$302K 0.01%
+5,995
1204
$302K 0.01%
7,580
-579
1205
$301K ﹤0.01%
+5,437
1206
$301K ﹤0.01%
10,530
+3,330
1207
$301K ﹤0.01%
11,666
-1,219
1208
$301K ﹤0.01%
4,917
-684
1209
$301K ﹤0.01%
29,186
+12,084
1210
$300K ﹤0.01%
4,655
-788
1211
$298K ﹤0.01%
30,574
-2,822
1212
$297K ﹤0.01%
1,398
+152
1213
$296K ﹤0.01%
11,770
1214
$295K ﹤0.01%
9,432
1215
$294K ﹤0.01%
14,690
+400
1216
$293K ﹤0.01%
1,099
-6,359
1217
$293K ﹤0.01%
+6,301
1218
$292K ﹤0.01%
9,733
+2,119
1219
$291K ﹤0.01%
17,502
+1,295
1220
$291K ﹤0.01%
78,991
+2,600
1221
$290K ﹤0.01%
3,631
+200
1222
$289K ﹤0.01%
5,411
+941
1223
$289K ﹤0.01%
5,685
-14,821
1224
$289K ﹤0.01%
+12,961
1225
$288K ﹤0.01%
41,902
-600
47 48
49
50 51