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
$29.9B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$340M
2
+$285M
3
+$187M
4
ECL icon
Ecolab
ECL
+$174M
5
AMT icon
American Tower
AMT
+$166M

Top Sells

1
+$679M
2
+$283M
3
+$197M
4
AAPL icon
Apple
AAPL
+$544K
5
MMM icon
3M
MMM
+$537K

Sector Composition

1 Financials 25.42%
2 Healthcare 18.74%
3 Consumer Discretionary 15.98%
4 Communication Services 14.94%
5 Technology 13.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 0.05%
193,950
-3,624
27
$7.43M 0.02%
124,460
+540
28
$7.33M 0.02%
77,530
29
$6.75M 0.02%
35,000
30
$6.06M 0.02%
115,035
31
$5.84M 0.02%
58,497
-721
32
$5.78M 0.02%
78,778
33
$4.71M 0.02%
34,121
+165
34
$4.29M 0.01%
50,480
-250
35
$4.27M 0.01%
102,227
36
$3.78M 0.01%
51,609
37
$3.35M 0.01%
321,068
-9,954
38
$3.32M 0.01%
29,678
39
$2.97M 0.01%
58,238
40
$1.86M 0.01%
14,077
-120
41
$1.55M 0.01%
33,520
42
$1.51M 0.01%
30,950
43
$1.16M ﹤0.01%
5,419
+225
44
$960K ﹤0.01%
3
45
$959K ﹤0.01%
3,300
-200
46
$904K ﹤0.01%
16,935
47
$692K ﹤0.01%
9,012
48
$681K ﹤0.01%
6,039
49
$599K ﹤0.01%
10,546
-726
50
$563K ﹤0.01%
25,942
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