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
$9.97B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$367M
2
+$257M
3
+$85.3M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$34.3M
5
BFH icon
Bread Financial
BFH
+$8.72M

Top Sells

1
+$420M
2
+$331M
3
+$98.6M
4
AMT icon
American Tower
AMT
+$2.63M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.98M

Sector Composition

1 Healthcare 27.96%
2 Financials 18.04%
3 Technology 13.22%
4 Communication Services 12.83%
5 Real Estate 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.14M 0.09%
97,202
-12,810
27
$7.55M 0.08%
357,300
28
$7.25M 0.07%
90,630
-2,315
29
$6.84M 0.07%
92,564
-1,773
30
$6.59M 0.07%
70,773
-680
31
$6.49M 0.07%
60,853
-4,658
32
$6.42M 0.06%
111,196
33
$5.95M 0.06%
141,255
-2,000
34
$4.66M 0.05%
112,082
-675
35
$3.31M 0.03%
118,015
36
$3.28M 0.03%
86,345
-1,000
37
$3.23M 0.03%
43,156
-4,423,014
38
$3.2M 0.03%
82,556
-9,063
39
$2.54M 0.03%
21,254
40
$2.12M 0.02%
49,642
-1,900
41
$1.91M 0.02%
58,192
-5,540
42
$1.84M 0.02%
+24,500
43
$1.8M 0.02%
36,086
-6,993
44
$1.34M 0.01%
9,671
-200
45
$1.23M 0.01%
32,546
+6,026
46
$977K 0.01%
38,809
-21,567
47
$957K 0.01%
7,416
-2,000
48
$901K 0.01%
2,500
49
$700K 0.01%
6,218
+499
50
$631K 0.01%
6,882
-1,500
1
2
3 4