Edgewood Management

Edgewood Management Portfolio holdings

AUM $21B
1-Year Est. Return 18.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.5B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$747M
3
+$613M
4
SPOT icon
Spotify
SPOT
+$121M
5
SHOP icon
Shopify
SHOP
+$105M

Top Sells

1
+$1.13B
2
+$771M
3
+$568M
4
NVDA icon
NVIDIA
NVDA
+$494M
5
LULU icon
lululemon athletica
LULU
+$239M

Sector Composition

1 Technology 41.02%
2 Financials 18.55%
3 Healthcare 15.03%
4 Communication Services 13.95%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 0.05%
20,096
-65
27
$13M 0.04%
70,243
28
$10.6M 0.03%
17,198
-6,307
29
$10.5M 0.03%
14,250
30
$9.45M 0.03%
34,277
-6,613
31
$9.25M 0.03%
68,016
32
$7.29M 0.02%
54,881
-2,281
33
$7.21M 0.02%
176,572
34
$6.49M 0.02%
29,358
-15,050
35
$5.73M 0.02%
19,776
-140
36
$5.25M 0.02%
69,282
37
$4.85M 0.02%
27,826
38
$4.71M 0.02%
44,795
39
$4.27M 0.01%
15,000
40
$4.16M 0.01%
37,536
-2,394
41
$2.85M 0.01%
18,652
42
$2.76M 0.01%
20,921
-3,500
43
$2.71M 0.01%
29,704
44
$2.66M 0.01%
35,136
45
$2.52M 0.01%
44,878
-13,725,875
46
$2.51M 0.01%
11,100
-3,900
47
$2.34M 0.01%
50,575
-10,614
48
$2.2M 0.01%
4,532
49
$2.19M 0.01%
3
50
$2.06M 0.01%
84,911
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