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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
1401
$142K ﹤0.01%
16,104
-2,253
1402
$140K ﹤0.01%
21,125
+2,745
1403
$139K ﹤0.01%
10,401
+142
1404
$138K ﹤0.01%
10,842
-1,576
1405
$138K ﹤0.01%
11,908
+238
1406
$138K ﹤0.01%
27,562
+4,700
1407
$137K ﹤0.01%
14,000
-100
1408
$136K ﹤0.01%
+13,166
1409
$135K ﹤0.01%
52,459
+22,734
1410
$135K ﹤0.01%
35,338
+4,200
1411
$134K ﹤0.01%
32,200
+3,400
1412
$133K ﹤0.01%
+23,838
1413
$133K ﹤0.01%
15,800
+2,300
1414
$133K ﹤0.01%
14,150
1415
$132K ﹤0.01%
26,995
-3,659
1416
$129K ﹤0.01%
4,113
1417
$129K ﹤0.01%
20,998
+3,451
1418
$129K ﹤0.01%
14,614
+1,078
1419
$129K ﹤0.01%
14,171
-7,300
1420
$128K ﹤0.01%
13,432
+3,369
1421
$128K ﹤0.01%
13,000
+600
1422
$127K ﹤0.01%
20,000
+500
1423
$125K ﹤0.01%
13,898
-6,005
1424
$124K ﹤0.01%
13,918
1425
$124K ﹤0.01%
16,740
55 56
57
58 59