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
$30.5B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$296M
3 +$197M
4
ILMN icon
Illumina
ILMN
+$188M
5
ISRG icon
Intuitive Surgical
ISRG
+$156M

Top Sells

1 +$889M
2 +$575M
3 +$180M
4
ECL icon
Ecolab
ECL
+$154M
5
SPGI icon
S&P Global
SPGI
+$147M

Sector Composition

1 Financials 22.99%
2 Communication Services 17.21%
3 Technology 14.57%
4 Real Estate 13.18%
5 Healthcare 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.44M 0.02%
122,140
-360
27
$7.07M 0.02%
109,256
28
$6.11M 0.02%
73,014
29
$5.93M 0.02%
35,000
30
$5.92M 0.02%
93,342
-1,243
31
$5.87M 0.02%
77,530
32
$5.8M 0.02%
58,440
33
$5.43M 0.02%
53,267
34
$5.27M 0.02%
17,760
+2,994
35
$4.02M 0.01%
50,675
-400
36
$3.52M 0.01%
25,699
37
$3.5M 0.01%
27,000
38
$3.36M 0.01%
98,595
39
$2.5M 0.01%
19,346
-8
40
$2.4M 0.01%
266,365
-7,275
41
$2.38M 0.01%
52,561
42
$2.34M 0.01%
33,152
-357
43
$1.51M 0.01%
30,652
44
$1.51M ﹤0.01%
27,680
-300
45
$962K ﹤0.01%
15,935
-100
46
$955K ﹤0.01%
4,592
-8
47
$935K ﹤0.01%
3
48
$904K ﹤0.01%
10,000
+5,000
49
$483K ﹤0.01%
4,104
50
$481K ﹤0.01%
24,135
-7