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
$25.1B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$184M
2
+$173M
3
+$150M
4
V icon
Visa
V
+$65.7M
5
PYPL icon
PayPal
PYPL
+$49.9M

Top Sells

1
+$181M
2
+$97.1M
3
+$96.4M
4
BKNG icon
Booking.com
BKNG
+$77.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.25M

Sector Composition

1 Financials 28.29%
2 Healthcare 17%
3 Communication Services 16.69%
4 Consumer Discretionary 16.17%
5 Technology 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 0.06%
209,061
-47
27
$7.43M 0.03%
78,530
28
$5.81M 0.02%
115,035
-1,200
29
$5.7M 0.02%
35,000
-3,299
30
$5.63M 0.02%
59,218
31
$5.11M 0.02%
98,980
-14,860
32
$4.78M 0.02%
79,778
33
$4.35M 0.02%
33,956
-100
34
$3.85M 0.02%
51,672
-290
35
$3.44M 0.01%
102,227
36
$3.29M 0.01%
30,178
-1,445
37
$3.09M 0.01%
51,609
-5,700
38
$3.01M 0.01%
331,022
-1,000
39
$3M 0.01%
58,238
40
$2.53M 0.01%
18,603
41
$1.46M 0.01%
33,520
42
$1.33M 0.01%
30,950
43
$1.04M ﹤0.01%
5,194
44
$921K ﹤0.01%
3,500
-27,570
45
$897K ﹤0.01%
3
46
$810K ﹤0.01%
16,935
47
$722K ﹤0.01%
25,942
48
$677K ﹤0.01%
6,159
-790
49
$669K ﹤0.01%
9,012
50
$664K ﹤0.01%
11,466
-12,935
1
2
3 4