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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
1301
$239K ﹤0.01%
+60
1302
$239K ﹤0.01%
30,123
+1,300
1303
$238K ﹤0.01%
+3,211
1304
$238K ﹤0.01%
32,463
-5,035
1305
$236K ﹤0.01%
15,015
+590
1306
$235K ﹤0.01%
2,660
+1
1307
$235K ﹤0.01%
2,220
+314
1308
$234K ﹤0.01%
1,272
-129
1309
$234K ﹤0.01%
1,090
+25
1310
$233K ﹤0.01%
+15,911
1311
$233K ﹤0.01%
+5,116
1312
$232K ﹤0.01%
+10,752
1313
$232K ﹤0.01%
+2,006
1314
$230K ﹤0.01%
9,125
+1,689
1315
$230K ﹤0.01%
+16,984
1316
$229K ﹤0.01%
19,688
-607
1317
$227K ﹤0.01%
30,693
+13,000
1318
$226K ﹤0.01%
+2,765
1319
$226K ﹤0.01%
863
-103
1320
$225K ﹤0.01%
22,515
+800
1321
$225K ﹤0.01%
6,925
1322
$225K ﹤0.01%
40,852
+4,054
1323
$225K ﹤0.01%
19,010
-47,363
1324
$224K ﹤0.01%
11,143
-491
1325
$224K ﹤0.01%
5,119
+14
51 52
53
54 55