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
$30.1B
AUM Growth
-$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$735M
2
+$360M
3
+$244M
4
META icon
Meta Platforms (Facebook)
META
+$169M
5
ISRG icon
Intuitive Surgical
ISRG
+$160M

Top Sells

1
+$796M
2
+$381M
3
+$277M
4
SPGI icon
S&P Global
SPGI
+$266M
5
NFLX icon
Netflix
NFLX
+$158M

Sector Composition

1 Financials 20.94%
2 Communication Services 20.06%
3 Technology 18.47%
4 Healthcare 12.32%
5 Real Estate 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.9M 0.1%
112,290
+58,952
27
$9.89M 0.03%
41,550
-5,100
28
$8.04M 0.03%
107,521
+447
29
$7.04M 0.02%
121,060
-6,480
30
$6.24M 0.02%
112,656
31
$6.06M 0.02%
79,580
32
$5.83M 0.02%
73,814
33
$4.15M 0.01%
74,399
+400
34
$3.95M 0.01%
49,190
+1,480
35
$3.9M 0.01%
28,101
+1,101
36
$3.89M 0.01%
52,923
37
$3.76M 0.01%
31,299
+310
38
$2.83M 0.01%
91,411
39
$2.58M 0.01%
19,676
40
$1.83M 0.01%
40,074
-11,401
41
$1.35M ﹤0.01%
22,400
42
$1.29M ﹤0.01%
38,307
-986
43
$1.23M ﹤0.01%
27,680
44
$1.17M ﹤0.01%
29,688
45
$1.06M ﹤0.01%
28,042
-2,100
46
$1.03M ﹤0.01%
11,414
+1,500
47
$985K ﹤0.01%
18,331
48
$893K ﹤0.01%
12,162
49
$830K ﹤0.01%
4,538
-4
50
$816K ﹤0.01%
3
1
2
3 4