Edgewood Management

Edgewood Management Portfolio holdings

AUM $28.2B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.39B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$208M
3
+$149M
4
AGN
Allergan Inc
AGN
+$90M
5
VIAB
Viacom Inc. Class B
VIAB
+$61.3M

Top Sells

1
+$396M
2
+$287M
3
+$140M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.91M
5
VOD icon
Vodafone
VOD
+$1.79M

Sector Composition

1 Healthcare 28.3%
2 Financials 17.9%
3 Communication Services 15.87%
4 Technology 15.65%
5 Real Estate 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 0.12%
164,862
+35,462
27
$11.4M 0.12%
116,763
-1,332
28
$7.3M 0.08%
99,621
29
$6.85M 0.07%
69,711
-1,933
30
$6.48M 0.07%
77,577
-6,213
31
$6.4M 0.07%
357,300
32
$6.22M 0.07%
150,155
-2,000
33
$5.71M 0.06%
111,196
34
$4.4M 0.05%
114,280
35
$3.84M 0.04%
125,988
36
$3.23M 0.03%
91,619
-3,425
37
$3.16M 0.03%
87,345
38
$2.53M 0.03%
21,254
-543
39
$2.35M 0.03%
63,732
-48,754
40
$2.05M 0.02%
43,079
+30,729
41
$2M 0.02%
51,752
42
$1.82M 0.02%
13,881
-8,805
43
$1.62M 0.02%
72,138
-4,100
44
$1.28M 0.01%
10,221
-132
45
$751K 0.01%
2,500
46
$703K 0.01%
8,882
47
$682K 0.01%
8,000
48
$619K 0.01%
6,400
49
$591K 0.01%
7,338
50
$562K 0.01%
3
1
2
3 4