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
$41.4B
AUM Growth
+$11.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$144M
4
AMT icon
American Tower
AMT
+$128M
5
ISRG icon
Intuitive Surgical
ISRG
+$125M

Top Sells

1
+$277M
2
+$29.5M
3
+$722K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$715K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$661K

Sector Composition

1 Communication Services 21.43%
2 Financials 20.39%
3 Technology 19.01%
4 Healthcare 12.89%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 0.03%
39,088
-2,462
27
$9.54M 0.02%
134,960
+13,900
28
$8.25M 0.02%
107,282
-239
29
$7.81M 0.02%
79,580
30
$6.75M 0.02%
73,814
31
$6.32M 0.02%
111,946
-710
32
$5.08M 0.01%
16,489
-95,801
33
$4.59M 0.01%
49,190
34
$4.38M 0.01%
74,399
35
$4.23M 0.01%
52,386
-537
36
$4.12M 0.01%
31,159
-140
37
$3.99M 0.01%
28,101
38
$3.4M 0.01%
+70,000
39
$2.84M 0.01%
91,411
40
$2.77M 0.01%
19,676
41
$2.19M 0.01%
40,074
42
$1.48M ﹤0.01%
38,307
43
$1.36M ﹤0.01%
29,238
-450
44
$1.34M ﹤0.01%
22,400
45
$1.25M ﹤0.01%
27,966
-76
46
$1.24M ﹤0.01%
27,680
47
$1.08M ﹤0.01%
25,000
+9,000
48
$1.07M ﹤0.01%
11,414
49
$1.01M ﹤0.01%
18,331
50
$897K ﹤0.01%
12,162
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