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NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
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
+$233M
2
+$27.6M
3
+$26.8M
4
MRK icon
Merck
MRK
+$25.3M
5
ADI icon
Analog Devices
ADI
+$24.3M

Top Sells

1
+$24.5M
2
+$19.5M
3
+$19.4M
4
LMT icon
Lockheed Martin
LMT
+$18.8M
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
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-14,724
1552
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1553
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-13,751
1554
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-26,920
1555
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1556
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-7,232
1557
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-82,023
1558
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-2,540
1559
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-22,800
1560
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-5,880
1561
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-48,568
1562
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-12,350
1563
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-7,647
1564
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-4,652
1565
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1566
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-5,238
1567
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-10
1568
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-13,358
1569
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-2,081
1570
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1571
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1572
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-6,806
1573
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-19,063
1574
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-11,621
1575
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61 62
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64 65