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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
1226
$287K ﹤0.01%
13,343
+789
1227
$287K ﹤0.01%
2,586
-16
1228
$286K ﹤0.01%
5,025
-241
1229
$286K ﹤0.01%
+12,031
1230
$286K ﹤0.01%
3,395
-3,710
1231
$285K ﹤0.01%
9,658
-3,518
1232
$285K ﹤0.01%
3,587
+15
1233
$284K ﹤0.01%
14,083
+1,742
1234
$283K ﹤0.01%
19,431
+2,700
1235
$283K ﹤0.01%
5,764
+92
1236
$282K ﹤0.01%
50,651
+2,200
1237
$281K ﹤0.01%
3,909
+3
1238
$281K ﹤0.01%
32,725
+563
1239
$280K ﹤0.01%
+6,933
1240
$279K ﹤0.01%
4,401
+322
1241
$278K ﹤0.01%
2,835
+251
1242
$277K ﹤0.01%
36,610
+3,300
1243
$277K ﹤0.01%
+3,059
1244
$276K ﹤0.01%
7,074
+168
1245
$276K ﹤0.01%
+762
1246
$275K ﹤0.01%
+9,205
1247
$275K ﹤0.01%
+7,419
1248
$275K ﹤0.01%
24,435
+1,045
1249
$275K ﹤0.01%
19,720
-6,120
1250
$274K ﹤0.01%
18,107
+900
48 49
50
51 52