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
$30.6B
AUM Growth
-$2.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$632M
2
+$147M
3
+$138M
4
ABNB icon
Airbnb
ABNB
+$129M
5
ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
+$615K

Top Sells

1
+$358M
2
+$254M
3
+$209M
4
ALGN icon
Align Technology
ALGN
+$128M
5
NOW icon
ServiceNow
NOW
+$71.6M

Sector Composition

1 Technology 34.66%
2 Healthcare 18.81%
3 Financials 18.15%
4 Consumer Discretionary 16.17%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.7M 0.07%
50,836
-3,914
27
$15.7M 0.05%
21,587
-3
28
$12M 0.04%
80,530
-200
29
$11.4M 0.04%
56,816
30
$7.11M 0.02%
20,450
31
$6.99M 0.02%
72,130
32
$6.3M 0.02%
58,543
33
$5.21M 0.02%
88,486
34
$5.19M 0.02%
46,275
35
$4.82M 0.02%
37,880
36
$4.46M 0.01%
76,850
37
$4.28M 0.01%
25,283
-8
38
$4.02M 0.01%
13,400
39
$3.42M 0.01%
45,581
40
$3.4M 0.01%
28,101
41
$3.11M 0.01%
21,464
42
$3.05M 0.01%
19,552
43
$2.82M 0.01%
84,911
44
$2.58M 0.01%
39,074
45
$1.6M 0.01%
100,000
46
$1.59M 0.01%
3
47
$1.59M 0.01%
4,532
48
$1.54M 0.01%
15,000
49
$1.53M 0.01%
28,493
50
$1.51M ﹤0.01%
26,400
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