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
$27.5B
AUM Growth
+$2.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$565M
2
+$154M
3
+$48.4M
4
AMZN icon
Amazon
AMZN
+$45.6M
5
META icon
Meta Platforms (Facebook)
META
+$39.2M

Top Sells

1
+$522M
2
+$62.7M
3
+$814K
4
MAR icon
Marriott International
MAR
+$558K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Financials 25.76%
2 Communication Services 18.14%
3 Healthcare 16.9%
4 Consumer Discretionary 16.76%
5 Technology 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 0.05%
197,574
-11,487
27
$7.18M 0.03%
77,530
-1,000
28
$6.91M 0.03%
123,920
+24,940
29
$5.98M 0.02%
115,035
30
$5.95M 0.02%
35,000
31
$5.79M 0.02%
59,218
32
$4.8M 0.02%
78,778
-1,000
33
$4.2M 0.02%
50,730
-942
34
$4.12M 0.02%
33,956
35
$3.52M 0.01%
51,609
36
$3.52M 0.01%
102,227
37
$3.32M 0.01%
331,022
38
$3.23M 0.01%
29,678
-500
39
$3.14M 0.01%
58,238
40
$1.8M 0.01%
14,197
-4,406
41
$1.47M 0.01%
33,520
42
$1.33M ﹤0.01%
30,950
43
$969K ﹤0.01%
5,194
44
$949K ﹤0.01%
3,500
45
$852K ﹤0.01%
16,935
46
$846K ﹤0.01%
3
47
$631K ﹤0.01%
25,942
48
$629K ﹤0.01%
6,039
-120
49
$603K ﹤0.01%
9,012
50
$551K ﹤0.01%
11,272
-194
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2
3