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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
1351
$206K ﹤0.01%
14,300
1352
$204K ﹤0.01%
20,966
+18
1353
$203K ﹤0.01%
18,600
+1,000
1354
$203K ﹤0.01%
+2,371
1355
$203K ﹤0.01%
14,500
+1,300
1356
$203K ﹤0.01%
12,401
-355
1357
$201K ﹤0.01%
6,531
-3,445
1358
$201K ﹤0.01%
19
1359
$200K ﹤0.01%
22,105
-3,308
1360
$199K ﹤0.01%
12,700
+1,221
1361
$198K ﹤0.01%
8,761
+1,284
1362
$197K ﹤0.01%
32,610
-1,405
1363
$193K ﹤0.01%
13,000
+100
1364
$192K ﹤0.01%
652
+32
1365
$190K ﹤0.01%
20,608
+9,250
1366
$189K ﹤0.01%
10,473
-97
1367
$189K ﹤0.01%
13,100
+304
1368
$188K ﹤0.01%
15,100
+567
1369
$185K ﹤0.01%
10,105
1370
$183K ﹤0.01%
22,954
-5,470
1371
$182K ﹤0.01%
25,094
+11,238
1372
$180K ﹤0.01%
16,233
-1,100
1373
$179K ﹤0.01%
55,452
+6,183
1374
$178K ﹤0.01%
+11,374
1375
$178K ﹤0.01%
3,122
-870
53 54
55
56 57