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
$59.6B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.88B
2
+$286M
3
+$224M
4
DHR icon
Danaher
DHR
+$3.12M
5
SNAP icon
Snap
SNAP
+$3.05M

Top Sells

1
+$11.5B
2
+$340M
3
+$27.2M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
V icon
Visa
V
+$11.4M

Sector Composition

1 Communication Services 20.87%
2 Technology 19.91%
3 Healthcare 18.74%
4 Financials 18.24%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49M 0.08%
346,083
-24,534
27
$15.5M 0.03%
36,020
+1,404
28
$8.71M 0.01%
80,730
+250
29
$8.71M 0.01%
73,714
30
$6.34M 0.01%
55,281
31
$6.32M 0.01%
90,507
-515
32
$5.8M 0.01%
46,275
33
$5.29M 0.01%
82,781
-1,430
34
$4.47M 0.01%
75,524
-1,075
35
$4.37M 0.01%
24,088
-15,000
36
$4.14M 0.01%
27,534
-600
37
$4.06M 0.01%
28,101
38
$3.65M 0.01%
84,911
39
$3.16M 0.01%
19,552
40
$3.15M 0.01%
40,074
41
$2.86M ﹤0.01%
17,464
-200
42
$1.78M ﹤0.01%
25,000
43
$1.76M ﹤0.01%
22,400
44
$1.55M ﹤0.01%
28,493
45
$1.54M ﹤0.01%
29,704
46
$1.45M ﹤0.01%
27,680
47
$1.4M ﹤0.01%
4,000
48
$1.24M ﹤0.01%
4,532
49
$1.23M ﹤0.01%
3
50
$1.19M ﹤0.01%
19,000
1
2
3 4