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
$31.2B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$735M
2
+$729M
3
+$339M
4
MSFT icon
Microsoft
MSFT
+$180M
5
LULU icon
lululemon athletica
LULU
+$159M

Top Sells

1
+$935M
2
+$849M
3
+$776M
4
ILMN icon
Illumina
ILMN
+$241M
5
NKE icon
Nike
NKE
+$188M

Sector Composition

1 Technology 33.05%
2 Healthcare 19.71%
3 Financials 15.46%
4 Consumer Discretionary 15.12%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.6M 0.08%
62,575
-41,916
27
$15.2M 0.05%
21,017
-577
28
$12.9M 0.04%
80,730
29
$11.4M 0.04%
59,489
-4,053,207
30
$7.3M 0.02%
72,130
31
$6.86M 0.02%
58,543
+3,262
32
$6.44M 0.02%
20,450
33
$5.99M 0.02%
88,486
+5,705
34
$5.77M 0.02%
46,275
35
$5.33M 0.02%
76,850
-1,074
36
$4.61M 0.01%
25,301
-180
37
$4.25M 0.01%
41,181
-8,218,238
38
$3.78M 0.01%
45,581
-39,000
39
$3.46M 0.01%
84,911
40
$3.03M 0.01%
19,552
41
$3.02M 0.01%
39,074
-1,000
42
$2.84M 0.01%
13,400
43
$2.8M 0.01%
21,464
44
$2.76M 0.01%
28,101
+1,101
45
$2.03M 0.01%
26,400
+5,000
46
$1.49M ﹤0.01%
28,493
47
$1.47M ﹤0.01%
15,000
+5,000
48
$1.46M ﹤0.01%
15,000
49
$1.41M ﹤0.01%
22,671
50
$1.4M ﹤0.01%
4,532
1
2
3 4