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
$28.1B
AUM Growth
-$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$824M
2
+$130M
3
+$37.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.14M
5
PLD icon
Prologis
PLD
+$5.22M

Top Sells

1
+$428M
2
+$411M
3
+$300M
4
NFLX icon
Netflix
NFLX
+$269M
5
ISRG icon
Intuitive Surgical
ISRG
+$257M

Sector Composition

1 Technology 29.8%
2 Healthcare 19.19%
3 Financials 17.44%
4 Consumer Discretionary 15.18%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.9M 0.12%
253,392
-15,726
27
$32.6M 0.12%
325,136
28
$14.1M 0.05%
21,594
-174
29
$13M 0.05%
80,730
30
$7.92M 0.03%
72,130
-1,283
31
$7.26M 0.03%
84,581
-1,294
32
$6.67M 0.02%
55,281
33
$5.91M 0.02%
20,450
+2,000
34
$5.84M 0.02%
82,781
35
$5.61M 0.02%
77,924
36
$5.22M 0.02%
+46,275
37
$4.6M 0.02%
25,481
38
$4.35M 0.02%
84,911
39
$3.45M 0.01%
19,552
40
$3.06M 0.01%
40,074
41
$2.88M 0.01%
21,464
+2,000
42
$2.71M 0.01%
27,000
-1,101
43
$1.79M 0.01%
21,400
44
$1.61M 0.01%
13,400
-49
45
$1.55M 0.01%
15,000
46
$1.45M 0.01%
24,060
-940
47
$1.44M 0.01%
22,671
48
$1.41M 0.01%
3
49
$1.4M 0.01%
4,532
50
$1.36M ﹤0.01%
28,493
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