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
$34.6B
AUM Growth
+$4.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$783M
2
+$340M
3
+$291M
4
LLY icon
Eli Lilly
LLY
+$149M
5
ISRG icon
Intuitive Surgical
ISRG
+$126M

Top Sells

1
+$1.13B
2
+$872M
3
+$215M
4
ASML icon
ASML
ASML
+$81.5M
5
DHR icon
Danaher
DHR
+$70.2M

Sector Composition

1 Technology 38.32%
2 Financials 17.97%
3 Healthcare 15.96%
4 Consumer Discretionary 14.17%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 0.04%
28,889
-21,947
27
$12.5M 0.04%
80,530
28
$11.8M 0.03%
56,067
-749
29
$8.32M 0.02%
20,450
30
$7.94M 0.02%
72,130
31
$6.86M 0.02%
58,543
32
$6.17M 0.02%
46,275
33
$5.76M 0.02%
37,880
34
$5.6M 0.02%
88,486
35
$4.94M 0.01%
45,522
-10,417,621
36
$4.74M 0.01%
13,400
37
$4.28M 0.01%
25,183
-100
38
$3.94M 0.01%
76,850
39
$3.78M 0.01%
28,101
40
$3.69M 0.01%
45,581
41
$3.65M 0.01%
21,464
42
$3.06M 0.01%
19,552
43
$2.86M 0.01%
39,074
44
$2.44M 0.01%
84,911
45
$2.34M 0.01%
7,733
+4,253
46
$2.15M 0.01%
14,580
-420
47
$1.63M ﹤0.01%
3
48
$1.62M ﹤0.01%
4,532
49
$1.6M ﹤0.01%
26,400
50
$1.55M ﹤0.01%
29,704
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