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
$34.8B
AUM Growth
-$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$665M
2
+$568M
3
+$400M
4
ADBE icon
Adobe
ADBE
+$310M
5
LLY icon
Eli Lilly
LLY
+$226M

Top Sells

1
+$1.66B
2
+$1.39B
3
+$732M
4
BX icon
Blackstone
BX
+$281M
5
V icon
Visa
V
+$182M

Sector Composition

1 Technology 35.65%
2 Financials 19.62%
3 Healthcare 17.3%
4 Consumer Discretionary 11.43%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.7M 0.08%
29,381
-5,086
27
$13.5M 0.04%
76,243
28
$12.5M 0.04%
21,317
+5,156
29
$12.3M 0.04%
52,860
-1,000
30
$10.6M 0.03%
57,603
-3,187
31
$8.75M 0.03%
53,000
+37,000
32
$8.34M 0.02%
14,250
+850
33
$8.31M 0.02%
37,880
34
$7.69M 0.02%
68,016
35
$7.5M 0.02%
57,162
36
$6.68M 0.02%
88,286
37
$6.07M 0.02%
100,700
-27,451,360
38
$5.74M 0.02%
+14,300
39
$4.96M 0.01%
75,062
+763
40
$4.93M 0.01%
27,826
41
$4.83M 0.01%
20,158
42
$4.73M 0.01%
44,795
43
$4.24M 0.01%
75,000
44
$3.71M 0.01%
24,421
45
$3.69M 0.01%
39,930
46
$2.96M 0.01%
15,000
47
$2.73M 0.01%
+4,600
48
$2.7M 0.01%
18,652
49
$2.69M 0.01%
35,136
50
$2.31M 0.01%
+15,000
1
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