Edgewood Management

Edgewood Management Portfolio holdings

AUM $31.5B
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$640M
2 +$126M
3 +$90M
4
BFH icon
Bread Financial
BFH
+$13M
5
CMG icon
Chipotle Mexican Grill
CMG
+$540K

Top Sells

1 +$597M
2 +$234M
3 +$20.1M
4
CELG
Celgene Corp
CELG
+$18.9M
5
AMT icon
American Tower
AMT
+$13.1M

Sector Composition

1 Financials 24.38%
2 Healthcare 18.55%
3 Communication Services 18%
4 Consumer Discretionary 16.22%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$16.6M 0.12%
693,652
-31,524
27
$6.69M 0.05%
127,474
28
$6.59M 0.05%
77,271
-2,374
29
$6.58M 0.05%
645,267
-3,000
30
$5.95M 0.04%
63,479
-1,440
31
$5.49M 0.04%
88,662
-1,100
32
$4.31M 0.03%
35,558
-500
33
$4.24M 0.03%
40,033
-3,615
34
$3.71M 0.03%
111,202
-527
35
$3.62M 0.03%
91,982
-5,600
36
$3.31M 0.02%
38,428
37
$3.25M 0.02%
64,069
-3,650
38
$2.26M 0.02%
58,238
39
$1.54M 0.01%
33,960
40
$1.16M 0.01%
20,261
-3,214
41
$1.11M 0.01%
19,819
-1,778
42
$888K 0.01%
30,950
43
$873K 0.01%
2,500
44
$832K 0.01%
3,970
-30
45
$810K 0.01%
26,231
-1,750
46
$791K 0.01%
8,419
47
$724K 0.01%
5,000
48
$675K 0.01%
9,012
49
$651K ﹤0.01%
3
50
$605K ﹤0.01%
5,769