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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
176
$7.65M 0.13%
71,970
+1,557
177
$7.62M 0.13%
83,248
-8,439
178
$7.49M 0.12%
69,879
+3,145
179
$7.48M 0.12%
255,174
-64,655
180
$7.37M 0.12%
44,115
-2,999
181
$7.36M 0.12%
71,878
+8,311
182
$7.33M 0.12%
31,511
+4,959
183
$7.28M 0.12%
14,357
+1,526
184
$7.22M 0.12%
89,364
+4,290
185
$7.21M 0.12%
98,307
+2,168
186
$7.11M 0.12%
31,556
+4,893
187
$7.06M 0.12%
71,115
-10,726
188
$6.97M 0.11%
54,048
+3,510
189
$6.94M 0.11%
97,256
-2,993
190
$6.86M 0.11%
107,161
+33,312
191
$6.86M 0.11%
142,029
+592
192
$6.84M 0.11%
107,973
+2,968
193
$6.82M 0.11%
73,299
+6,863
194
$6.74M 0.11%
20,176
+399
195
$6.71M 0.11%
64,573
+24,620
196
$6.68M 0.11%
80,463
+1,929
197
$6.59M 0.11%
115,839
+34,259
198
$6.59M 0.11%
131,708
+116,119
199
$6.57M 0.11%
57,444
+28,374
200
$6.55M 0.11%
30,874
-555
6 7
8
9 10