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
$12B
AUM Growth
+$872M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$128M
3
+$88.7M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$43.6M
5
V icon
Visa
V
+$31.1M

Top Sells

1
+$248M
2
+$89.6M
3
+$41.6M
4
GILD icon
Gilead Sciences
GILD
+$31.1M
5
MMM icon
3M
MMM
+$2M

Sector Composition

1 Healthcare 27.38%
2 Financials 20.06%
3 Consumer Discretionary 13.02%
4 Communication Services 12.18%
5 Technology 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.87M 0.06%
91,423
-1,011
27
$6.63M 0.06%
98,673
-1,723
28
$6.19M 0.05%
74,409
-17,058
29
$5.96M 0.05%
348,568
30
$5.86M 0.05%
141,254
31
$4.89M 0.04%
99,582
-2,400
32
$4.26M 0.04%
45,662
-17,311
33
$4.1M 0.03%
42,103
-16,750
34
$3.74M 0.03%
117,498
-411
35
$2.95M 0.02%
81,739
-1,548
36
$2.67M 0.02%
63,576
37
$2.14M 0.02%
24,500
38
$1.44M 0.01%
26,825
-32,359
39
$1.33M 0.01%
33,960
40
$1.27M 0.01%
2,500
41
$1.1M 0.01%
30,271
-20,000
42
$1.01M 0.01%
21,597
-2,091
43
$899K 0.01%
32,750
-1,200
44
$833K 0.01%
6,119
-131
45
$808K 0.01%
2,000
46
$798K 0.01%
6,676
47
$726K 0.01%
7,530
-13,624
48
$724K 0.01%
+20,000
49
$697K 0.01%
6,273
-10
50
$684K 0.01%
5,000
1
2
3 4