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
$17.9B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$180M
3
+$117M
4
AMZN icon
Amazon
AMZN
+$48.7M
5
CELG
Celgene Corp
CELG
+$44.5M

Top Sells

1
+$138M
2
+$105M
3
+$53.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.85M
5
MMM icon
3M
MMM
+$1.15M

Sector Composition

1 Financials 26.64%
2 Healthcare 20.37%
3 Communication Services 16.39%
4 Consumer Discretionary 16.34%
5 Technology 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 0.07%
191,628
-6,556
27
$6.12M 0.03%
119,235
-3,900
28
$6M 0.03%
144,740
-14,800
29
$5.54M 0.03%
60,766
-1,700
30
$5.45M 0.03%
83,687
-1,975
31
$4.96M 0.03%
60,500
-1,953
32
$4.34M 0.02%
34,851
-550
33
$4.19M 0.02%
38,353
-75
34
$3.82M 0.02%
341,068
-2,000
35
$3.8M 0.02%
85,631
-1,500
36
$3.78M 0.02%
33,782
-1,500
37
$3.45M 0.02%
106,233
38
$3.06M 0.02%
58,909
-1,000
39
$2.75M 0.02%
58,238
40
$1.67M 0.01%
17,683
41
$1.43M 0.01%
33,770
42
$1.39M 0.01%
23,754
-1,563
43
$1.05M 0.01%
30,950
44
$833K ﹤0.01%
17,090
-2,345
45
$825K ﹤0.01%
3,500
-41,769
46
$767K ﹤0.01%
4,600
-300
47
$750K ﹤0.01%
3
48
$705K ﹤0.01%
8,550
-193
49
$688K ﹤0.01%
26,046
50
$651K ﹤0.01%
9,012
1
2
3 4