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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
201
$6.53M 0.11%
159,854
+31,975
202
$6.38M 0.1%
198,714
+107,439
203
$6.24M 0.1%
140,720
-36,476
204
$6.18M 0.1%
60,877
-197,902
205
$6.14M 0.1%
86,450
+41,125
206
$6.1M 0.1%
47,981
+6,893
207
$6.07M 0.1%
255,103
+12,252
208
$6.07M 0.1%
53,693
+5,030
209
$6.06M 0.1%
11,016
+927
210
$5.96M 0.1%
145,166
+59,407
211
$5.94M 0.1%
239,465
+24,661
212
$5.87M 0.1%
300,848
+157,832
213
$5.85M 0.1%
118,710
+9,966
214
$5.75M 0.09%
21,323
+4,502
215
$5.74M 0.09%
95,431
-5,588
216
$5.7M 0.09%
141,763
+9,748
217
$5.69M 0.09%
130,650
+16,520
218
$5.68M 0.09%
75,079
-368
219
$5.68M 0.09%
140,634
-4,995
220
$5.67M 0.09%
243,343
+75,919
221
$5.6M 0.09%
91,178
+6,086
222
$5.56M 0.09%
155,643
-89,593
223
$5.47M 0.09%
30,255
+140
224
$5.35M 0.09%
138,838
+7,479
225
$5.21M 0.09%
13,455
-227
7 8
9
10 11