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
$50.4B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$971M
3
+$193M
4
MSFT icon
Microsoft
MSFT
+$185M
5
NVDA icon
NVIDIA
NVDA
+$35M

Top Sells

1
+$1.66B
2
+$654M
3
+$586M
4
ALGN icon
Align Technology
ALGN
+$308M
5
V icon
Visa
V
+$103M

Sector Composition

1 Financials 19.51%
2 Healthcare 18.92%
3 Technology 18.77%
4 Communication Services 18.01%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 0.03%
42,737
+17,392
27
$9.24M 0.02%
39,088
28
$8.62M 0.02%
80,480
29
$8.07M 0.02%
73,714
30
$5.36M 0.01%
92,008
-1,000
31
$5.3M 0.01%
84,571
32
$4.99M 0.01%
51,891
-158
33
$4.9M 0.01%
49,190
34
$4.83M 0.01%
96,500
+6,500
35
$4.75M 0.01%
76,599
+2,200
36
$4.46M 0.01%
50,860
-18,941,580
37
$4.17M 0.01%
28,134
-2,125
38
$3.92M 0.01%
28,101
39
$3.19M 0.01%
86,728
-4,683
40
$3.08M 0.01%
19,552
-124
41
$2.98M 0.01%
40,074
42
$2.26M ﹤0.01%
17,814
43
$1.92M ﹤0.01%
25,000
44
$1.73M ﹤0.01%
22,400
-67,200
45
$1.52M ﹤0.01%
27,680
46
$1.31M ﹤0.01%
15,000
+5,000
47
$1.27M ﹤0.01%
28,493
-443
48
$1.26M ﹤0.01%
29,704
-5,627
49
$1.23M ﹤0.01%
5,696
-2,711,005
50
$1.06M ﹤0.01%
4,500
1
2
3 4