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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
1376
$177K ﹤0.01%
+11,108
1377
$176K ﹤0.01%
16,580
+2,330
1378
$174K ﹤0.01%
35,003
-1,263
1379
$172K ﹤0.01%
14,299
+7
1380
$172K ﹤0.01%
18,320
-4,700
1381
$169K ﹤0.01%
18,835
-2,287
1382
$168K ﹤0.01%
41,600
+3,590
1383
$167K ﹤0.01%
22,402
1384
$164K ﹤0.01%
11,267
-817
1385
$164K ﹤0.01%
20,145
-3,445
1386
$163K ﹤0.01%
17,852
+384
1387
$162K ﹤0.01%
16,654
+800
1388
$160K ﹤0.01%
10,634
+592
1389
$159K ﹤0.01%
12,411
1390
$157K ﹤0.01%
13,175
-42,719
1391
$157K ﹤0.01%
+11,906
1392
$157K ﹤0.01%
11,272
+345
1393
$154K ﹤0.01%
21,926
+1,203
1394
$153K ﹤0.01%
14,382
+2,300
1395
$151K ﹤0.01%
13,600
+1,847
1396
$149K ﹤0.01%
19,526
1397
$148K ﹤0.01%
19,191
-1,409
1398
$147K ﹤0.01%
10,000
1399
$145K ﹤0.01%
16,182
1400
$144K ﹤0.01%
25,426
+203
54 55
56
57 58