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
$15.2B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$618M
2
+$332M
3
+$312M
4
SCHW icon
Charles Schwab
SCHW
+$242M
5
PYPL icon
PayPal
PYPL
+$134M

Top Sells

1
+$525M
2
+$523M
3
+$424M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
PEP icon
PepsiCo
PEP
+$381K

Sector Composition

1 Financials 27.53%
2 Healthcare 18.87%
3 Communication Services 18.36%
4 Consumer Discretionary 16.64%
5 Real Estate 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.6M 0.13%
693,372
-280
27
$6.81M 0.04%
633,468
-11,799
28
$6.45M 0.04%
75,271
-2,000
29
$6.16M 0.04%
125,635
-1,839
30
$5.49M 0.04%
62,936
-543
31
$5.47M 0.04%
86,662
-2,000
32
$4.18M 0.03%
35,358
-200
33
$3.97M 0.03%
36,533
-3,500
34
$3.89M 0.03%
91,982
35
$3.57M 0.02%
111,202
36
$3.35M 0.02%
38,428
37
$3.14M 0.02%
64,069
38
$2.33M 0.02%
10,770
+6,800
39
$2.32M 0.02%
58,238
40
$1.74M 0.01%
24,377
+18,620
41
$1.54M 0.01%
3,840
+1,340
42
$1.44M 0.01%
33,950
-10
43
$1.28M 0.01%
23,738
+3,477
44
$1.22M 0.01%
+9,955
45
$1.11M 0.01%
+10,475
46
$1.07M 0.01%
126,300
+59,250
47
$1.03M 0.01%
19,739
-80
48
$1.02M 0.01%
11,030
+6,030
49
$982K 0.01%
30,950
50
$920K 0.01%
+8,475
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