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
$37.2B
AUM Growth
+$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$781M
3
+$369M
4
MSCI icon
MSCI
MSCI
+$188M
5
LULU icon
lululemon athletica
LULU
+$109M

Top Sells

1
+$1.64B
2
+$934M
3
+$495M
4
NOW icon
ServiceNow
NOW
+$494M
5
ISRG icon
Intuitive Surgical
ISRG
+$431M

Sector Composition

1 Technology 40.89%
2 Financials 17.12%
3 Healthcare 15.78%
4 Consumer Discretionary 13.04%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.8M 0.08%
324,288
27
$23.7M 0.06%
28,765
-3,328
28
$14.7M 0.04%
80,530
29
$14.3M 0.04%
27,386
-1,503
30
$11.9M 0.03%
55,280
-787
31
$8.2M 0.02%
72,130
32
$8.1M 0.02%
19,387
-1,063
33
$7.21M 0.02%
58,543
34
$6.83M 0.02%
37,880
35
$6.51M 0.02%
13,400
36
$6.03M 0.02%
46,275
37
$5.81M 0.02%
88,486
38
$4.38M 0.01%
25,031
-152
39
$4.3M 0.01%
21,464
40
$4.07M 0.01%
75,000
-1,850
41
$4.05M 0.01%
28,101
42
$3.2M 0.01%
43,681
-1,900
43
$3.17M 0.01%
39,074
44
$3.09M 0.01%
19,552
45
$2.63M 0.01%
14,580
46
$2.36M 0.01%
84,911
47
$1.91M 0.01%
4,532
48
$1.9M 0.01%
3
49
$1.8M ﹤0.01%
+16,000
50
$1.77M ﹤0.01%
13,000
1
2
3 4