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
$33B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$278M
3
+$108M
4
V icon
Visa
V
+$85.3M
5
LULU icon
lululemon athletica
LULU
+$53.7M

Top Sells

1
+$1.12B
2
+$621M
3
+$399M
4
CMG icon
Chipotle Mexican Grill
CMG
+$282M
5
ADBE icon
Adobe
ADBE
+$205M

Sector Composition

1 Technology 34.23%
2 Healthcare 19.3%
3 Financials 15.88%
4 Consumer Discretionary 15.8%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 0.05%
21,590
+573
27
$10.9M 0.03%
80,730
28
$10.5M 0.03%
56,816
-2,673
29
$7.86M 0.02%
72,130
30
$7.2M 0.02%
20,450
31
$6.63M 0.02%
58,543
32
$5.79M 0.02%
88,486
33
$5.67M 0.02%
46,275
34
$4.94M 0.02%
37,880
-3,301
35
$4.91M 0.01%
76,850
36
$4.68M 0.01%
25,291
-10
37
$3.85M 0.01%
13,400
38
$3.51M 0.01%
45,581
39
$3.24M 0.01%
19,552
40
$3.2M 0.01%
28,101
41
$3.12M 0.01%
21,464
42
$3.11M 0.01%
84,911
43
$2.9M 0.01%
39,074
44
$1.96M 0.01%
26,400
45
$1.71M 0.01%
15,000
46
$1.64M 0.01%
24,060
47
$1.55M ﹤0.01%
3
48
$1.55M ﹤0.01%
4,532
49
$1.53M ﹤0.01%
100,000
50
$1.47M ﹤0.01%
28,493
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