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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
1251
$274K ﹤0.01%
+3,490
1252
$271K ﹤0.01%
+984
1253
$271K ﹤0.01%
11,768
+2,099
1254
$271K ﹤0.01%
4,228
+14
1255
$271K ﹤0.01%
21,597
+133
1256
$271K ﹤0.01%
+3,103
1257
$269K ﹤0.01%
13,241
-213
1258
$267K ﹤0.01%
+5,209
1259
$267K ﹤0.01%
2,553
-158
1260
$267K ﹤0.01%
19,678
+3,042
1261
$266K ﹤0.01%
8,314
+641
1262
$265K ﹤0.01%
2,448
-2,690
1263
$263K ﹤0.01%
7,560
-41,025
1264
$263K ﹤0.01%
23,053
-1,068
1265
$260K ﹤0.01%
+6,925
1266
$259K ﹤0.01%
19,663
+329
1267
$257K ﹤0.01%
9,595
-568
1268
$256K ﹤0.01%
20,000
1269
$256K ﹤0.01%
26,863
+4,940
1270
$256K ﹤0.01%
26,062
-43,662
1271
$255K ﹤0.01%
42,577
+1,402
1272
$255K ﹤0.01%
+8,505
1273
$254K ﹤0.01%
6,014
+1,516
1274
$254K ﹤0.01%
2,244
1275
$254K ﹤0.01%
6,100
49 50
51
52 53