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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
1451
$101K ﹤0.01%
10,205
-3,452
1452
$99K ﹤0.01%
34,606
+320
1453
$98K ﹤0.01%
13,552
+121
1454
$95K ﹤0.01%
18,425
+3,000
1455
$95K ﹤0.01%
17,211
1456
$94K ﹤0.01%
15,500
-500
1457
$94K ﹤0.01%
12,000
+1,000
1458
$93K ﹤0.01%
10,022
1459
$92K ﹤0.01%
25,907
1460
$89K ﹤0.01%
+10,537
1461
$87K ﹤0.01%
14,039
-6,000
1462
$85K ﹤0.01%
25,000
1463
$83K ﹤0.01%
5,251
-547
1464
$81K ﹤0.01%
35,885
-1,719
1465
$81K ﹤0.01%
22,146
1466
$81K ﹤0.01%
36,565
1467
$80K ﹤0.01%
11,655
+278
1468
$80K ﹤0.01%
12,921
1469
$79K ﹤0.01%
12,077
+101
1470
$78K ﹤0.01%
16,555
+859
1471
$78K ﹤0.01%
18,110
+20
1472
$77K ﹤0.01%
13,096
+209
1473
$76K ﹤0.01%
9,300
-1,625
1474
$72K ﹤0.01%
+10,000
1475
$69K ﹤0.01%
14,076
-95
57 58
59
60 61