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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
1476
$65K ﹤0.01%
+10,897
1477
$63K ﹤0.01%
11,900
+700
1478
$63K ﹤0.01%
+12,600
1479
$60K ﹤0.01%
37,067
+11,167
1480
$59K ﹤0.01%
24,976
+2,576
1481
$52K ﹤0.01%
11,547
-11,852
1482
$51K ﹤0.01%
+10,220
1483
$50K ﹤0.01%
1,909
-12
1484
$48K ﹤0.01%
+39,566
1485
$47K ﹤0.01%
18,939
1486
$45K ﹤0.01%
10,503
1487
$44K ﹤0.01%
13,458
1488
$44K ﹤0.01%
75,095
1489
$44K ﹤0.01%
13,081
+104
1490
$43K ﹤0.01%
15,402
-350
1491
$43K ﹤0.01%
10,480
-1,000
1492
$41K ﹤0.01%
2,648
-10
1493
$39K ﹤0.01%
4,182
+102
1494
$38K ﹤0.01%
1,389
+257
1495
$38K ﹤0.01%
20,011
1496
$37K ﹤0.01%
11,000
-700
1497
$37K ﹤0.01%
360
-7
1498
$34K ﹤0.01%
11,300
-4,000
1499
$34K ﹤0.01%
14,787
+427
1500
$33K ﹤0.01%
17,592
58 59
60
61 62