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
$59.1B
AUM Growth
+$8.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.54B
2
+$804M
3
+$326M
4
NFLX icon
Netflix
NFLX
+$296M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.33M

Top Sells

1
+$322M
2
+$306M
3
+$282M
4
ISRG icon
Intuitive Surgical
ISRG
+$269M
5
ADBE icon
Adobe
ADBE
+$33.8M

Sector Composition

1 Technology 20.37%
2 Communication Services 19.72%
3 Financials 19.5%
4 Healthcare 17.83%
5 Consumer Discretionary 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.8M 0.09%
370,617
-32,378
27
$14.8M 0.03%
34,616
+5,440
28
$9.06M 0.02%
80,480
29
$8.55M 0.01%
73,714
30
$7.88M 0.01%
39,088
31
$6.45M 0.01%
55,281
-3,000
32
$6.27M 0.01%
91,022
33
$5.53M 0.01%
46,275
-2,915
34
$5.33M 0.01%
84,211
35
$5.12M 0.01%
76,599
36
$4.23M 0.01%
28,101
37
$4.17M 0.01%
28,134
38
$3.33M 0.01%
84,911
-1,817
39
$3.22M 0.01%
19,552
40
$3.12M 0.01%
40,074
41
$2.75M ﹤0.01%
17,664
-150
42
$1.76M ﹤0.01%
43,000
-53,500
43
$1.64M ﹤0.01%
22,400
44
$1.57M ﹤0.01%
19,000
-6,000
45
$1.52M ﹤0.01%
29,704
46
$1.51M ﹤0.01%
28,493
47
$1.5M ﹤0.01%
27,680
48
$1.28M ﹤0.01%
25,000
49
$1.28M ﹤0.01%
4,000
50
$1.26M ﹤0.01%
4,532
-6
1
2
3 4