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
$11.8B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$133M
3
+$127M
4
CME icon
CME Group
CME
+$108M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$30.7M

Top Sells

1
+$289M
2
+$152M
3
+$58.5M
4
EQIX icon
Equinix
EQIX
+$8.86M
5
SCHW icon
Charles Schwab
SCHW
+$8.75M

Sector Composition

1 Healthcare 24.28%
2 Financials 21.19%
3 Consumer Discretionary 14.96%
4 Communication Services 14.8%
5 Real Estate 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.09%
+55,010
27
$8.26M 0.07%
79,278
+47
28
$6.11M 0.05%
84,045
-7,378
29
$5.93M 0.05%
136,994
-4,260
30
$5.37M 0.05%
98,673
31
$4.84M 0.04%
65,119
-9,290
32
$4.18M 0.04%
44,312
-1,350
33
$4.13M 0.03%
345,967
-2,601
34
$4M 0.03%
99,582
35
$3.75M 0.03%
40,158
-1,945
36
$3.4M 0.03%
114,153
-3,345
37
$2.99M 0.03%
76,719
-5,020
38
$2.28M 0.02%
58,238
-5,338
39
$1.68M 0.01%
24,500
40
$1.43M 0.01%
25,119
-1,706
41
$1.39M 0.01%
34,560
+600
42
$1.16M 0.01%
2,500
43
$961K 0.01%
30,271
44
$940K 0.01%
21,597
45
$847K 0.01%
32,250
-500
46
$678K 0.01%
5,200
-919
47
$594K 0.01%
+8,195
48
$586K ﹤0.01%
3
49
$584K ﹤0.01%
2,000
50
$539K ﹤0.01%
20,000
1
2
3 4