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
$13.9B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$565M
2
+$245M
3
+$181M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$64.7M
5
V icon
Visa
V
+$47.7M

Top Sells

1
+$390M
2
+$118M
3
+$103M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.87M
5
TROW icon
T. Rowe Price
TROW
+$5.21M

Sector Composition

1 Financials 25.81%
2 Healthcare 19.36%
3 Communication Services 18.81%
4 Consumer Discretionary 14.48%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 0.14%
725,176
-26,416
27
$6.5M 0.05%
79,645
-4,400
28
$6.33M 0.05%
127,474
-1,420
29
$5.43M 0.04%
64,919
-200
30
$5.22M 0.04%
648,267
-40,968
31
$5.13M 0.04%
89,762
-4,000
32
$4.47M 0.03%
43,648
-650
33
$4.08M 0.03%
97,582
-2,000
34
$3.9M 0.03%
36,058
-2,550
35
$3.17M 0.02%
67,719
-9,000
36
$3.14M 0.02%
111,729
-2,424
37
$3.06M 0.02%
38,428
-26,018
38
$2.15M 0.02%
58,238
39
$1.57M 0.01%
33,960
40
$1.4M 0.01%
23,475
-2,790
41
$1.17M 0.01%
21,597
42
$901K 0.01%
2,500
43
$897K 0.01%
27,981
-2,290
44
$881K 0.01%
30,950
-1,000
45
$822K 0.01%
4,000
-22,126
46
$721K 0.01%
8,419
-243
47
$709K 0.01%
5,000
-200
48
$640K ﹤0.01%
3
49
$599K ﹤0.01%
2,236
-1,457,343
50
$589K ﹤0.01%
9,012
1
2
3 4