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
$20.4B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$159M
3
+$95.4M
4
V icon
Visa
V
+$90M
5
CELG
Celgene Corp
CELG
+$66.4M

Top Sells

1
+$151M
2
+$128M
3
+$616K
4
XOM icon
Exxon Mobil
XOM
+$597K
5
CCI icon
Crown Castle
CCI
+$266K

Sector Composition

1 Financials 27.73%
2 Healthcare 20.03%
3 Consumer Discretionary 16.25%
4 Communication Services 15.97%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 0.07%
214,424
+22,796
27
$6.54M 0.03%
143,980
-760
28
$6.2M 0.03%
119,235
29
$6.07M 0.03%
83,687
30
$5.5M 0.03%
59,646
-1,120
31
$4.94M 0.02%
38,353
32
$4.61M 0.02%
34,808
-43
33
$4.29M 0.02%
53,105
-7,395
34
$4.16M 0.02%
85,631
35
$3.86M 0.02%
33,393
-389
36
$3.65M 0.02%
336,068
-5,000
37
$3.39M 0.02%
106,233
38
$2.98M 0.01%
59,309
+400
39
$2.97M 0.01%
58,238
40
$1.89M 0.01%
18,883
+1,200
41
$1.5M 0.01%
33,520
-250
42
$1.3M 0.01%
22,270
-1,484
43
$969K ﹤0.01%
30,950
44
$846K ﹤0.01%
3,500
45
$779K ﹤0.01%
4,600
46
$764K ﹤0.01%
3
47
$756K ﹤0.01%
16,935
-155
48
$745K ﹤0.01%
25,942
-104
49
$740K ﹤0.01%
8,550
50
$728K ﹤0.01%
6,884
+1,280
1
2
3 4