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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
1276
$254K ﹤0.01%
+3,133
1277
$253K ﹤0.01%
22,208
+2,400
1278
$253K ﹤0.01%
+861
1279
$253K ﹤0.01%
8,516
+570
1280
$253K ﹤0.01%
6,795
1281
$252K ﹤0.01%
+7,016
1282
$252K ﹤0.01%
9,748
+660
1283
$250K ﹤0.01%
+314
1284
$248K ﹤0.01%
7,929
-1,303
1285
$248K ﹤0.01%
1,640
-66
1286
$248K ﹤0.01%
4,973
+411
1287
$247K ﹤0.01%
+1,972
1288
$247K ﹤0.01%
5,697
-71
1289
$247K ﹤0.01%
735
-1,458
1290
$245K ﹤0.01%
8,648
-1,350
1291
$244K ﹤0.01%
19,523
-772
1292
$243K ﹤0.01%
19,400
+300
1293
$243K ﹤0.01%
+1,316
1294
$242K ﹤0.01%
+3,335
1295
$241K ﹤0.01%
17,382
-76,872
1296
$241K ﹤0.01%
10,366
1297
$240K ﹤0.01%
2,201
-939
1298
$240K ﹤0.01%
12,505
+359
1299
$240K ﹤0.01%
8,545
1300
$240K ﹤0.01%
+5,820
50 51
52
53 54