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
$33.9B
AUM Growth
-$16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$669M
2
+$666M
3
+$266M
4
EL icon
Estee Lauder
EL
+$181M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.5M

Top Sells

1
+$855M
2
+$748M
3
+$742M
4
CME icon
CME Group
CME
+$482M
5
DHR icon
Danaher
DHR
+$207M

Sector Composition

1 Technology 31.43%
2 Financials 18.94%
3 Healthcare 17.86%
4 Consumer Discretionary 11.97%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.2M 0.1%
325,151
-10,882
27
$15.2M 0.04%
23,063
-1,301,234
28
$12.5M 0.04%
+57,008
29
$12.4M 0.04%
80,730
30
$7.98M 0.02%
73,413
-301
31
$6.79M 0.02%
24,088
32
$6.5M 0.02%
55,281
33
$6M 0.02%
77,924
34
$5.8M 0.02%
82,781
35
$5.44M 0.02%
46,275
36
$5.31M 0.02%
85,875
-173
37
$4.45M 0.01%
84,911
38
$4.25M 0.01%
25,481
39
$3.65M 0.01%
28,101
40
$3.47M 0.01%
19,552
41
$3.4M 0.01%
40,074
42
$2.19M 0.01%
19,464
43
$2.17M 0.01%
13,449
44
$1.74M 0.01%
22,400
45
$1.43M ﹤0.01%
22,671
46
$1.24M ﹤0.01%
15,000
47
$1.24M ﹤0.01%
29,704
48
$1.24M ﹤0.01%
4,532
49
$1.23M ﹤0.01%
3
50
$1.22M ﹤0.01%
28,493
1
2
3 4