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
$23B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$130M
3
+$102M
4
SCHW icon
Charles Schwab
SCHW
+$26.6M
5
V icon
Visa
V
+$25.2M

Top Sells

1
+$2.33B
2
+$89.9M
3
+$45.3M
4
EQIX icon
Equinix
EQIX
+$6.41M
5
PYPL icon
PayPal
PYPL
+$3.65M

Sector Composition

1 Financials 29.09%
2 Healthcare 17.22%
3 Communication Services 16.9%
4 Consumer Discretionary 15.48%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 0.07%
209,108
-2,234
27
$8.29M 0.04%
31,070
+26,454
28
$7.59M 0.03%
78,530
-1,100
29
$6.12M 0.03%
116,235
30
$5.96M 0.03%
113,840
-240
31
$5.84M 0.03%
59,218
-28
32
$5.74M 0.03%
38,299
33
$4.76M 0.02%
34,056
-1,000
34
$4.55M 0.02%
79,778
-2,653
35
$4.35M 0.02%
51,962
-543
36
$3.79M 0.02%
31,623
-1,140
37
$3.51M 0.02%
102,227
38
$3.48M 0.02%
57,309
39
$3.4M 0.01%
332,022
-1,000
40
$3.14M 0.01%
58,238
41
$2.52M 0.01%
18,603
-280
42
$1.54M 0.01%
33,520
43
$1.4M 0.01%
24,401
-360
44
$1.19M 0.01%
30,950
45
$1.03M ﹤0.01%
5,194
46
$896K ﹤0.01%
16,935
47
$893K ﹤0.01%
3
48
$871K ﹤0.01%
11,083
49
$860K ﹤0.01%
8,411
50
$828K ﹤0.01%
25,942
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