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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
1326
$223K ﹤0.01%
4,176
1327
$223K ﹤0.01%
4,636
+180
1328
$222K ﹤0.01%
14,319
+1,181
1329
$222K ﹤0.01%
12,349
-17,001
1330
$222K ﹤0.01%
+1,590
1331
$221K ﹤0.01%
+3,976
1332
$220K ﹤0.01%
+875
1333
$219K ﹤0.01%
22,356
+2,809
1334
$219K ﹤0.01%
4,230
+24
1335
$219K ﹤0.01%
+1,654
1336
$218K ﹤0.01%
4,889
-1
1337
$217K ﹤0.01%
5,102
-13,192
1338
$216K ﹤0.01%
+6,436
1339
$216K ﹤0.01%
8,880
-667
1340
$216K ﹤0.01%
9,550
+20
1341
$215K ﹤0.01%
3,800
1342
$215K ﹤0.01%
41,500
+10,000
1343
$214K ﹤0.01%
8,489
+159
1344
$213K ﹤0.01%
26,400
-1,000
1345
$211K ﹤0.01%
+1,210
1346
$209K ﹤0.01%
8,664
-85
1347
$208K ﹤0.01%
8,361
+216
1348
$208K ﹤0.01%
4,250
1349
$207K ﹤0.01%
11,188
+300
1350
$206K ﹤0.01%
16,053
-332
52 53
54
55 56