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
$9.39B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$208M
3
+$149M
4
AGN
Allergan Inc
AGN
+$90M
5
VIAB
Viacom Inc. Class B
VIAB
+$61.3M

Top Sells

1
+$396M
2
+$287M
3
+$140M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.91M
5
VOD icon
Vodafone
VOD
+$1.79M

Sector Composition

1 Healthcare 28.3%
2 Financials 17.9%
3 Communication Services 15.87%
4 Technology 15.65%
5 Real Estate 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.01%
7,567
+39
52
$553K 0.01%
4,863
+607
53
$534K 0.01%
14,542
+1,814
54
$511K 0.01%
10,000
55
$501K 0.01%
5,000
56
$474K 0.01%
14,319
57
$467K 0.01%
4,112
58
$460K ﹤0.01%
7,579
59
$452K ﹤0.01%
19,424
+2,424
60
$450K ﹤0.01%
8,024
61
$445K ﹤0.01%
19,040
-19,040
62
$439K ﹤0.01%
9,012
63
$411K ﹤0.01%
4,600
-900
64
$410K ﹤0.01%
2,228
-209
65
$397K ﹤0.01%
5,403
66
$336K ﹤0.01%
6,436
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67
$332K ﹤0.01%
4,881
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68
$318K ﹤0.01%
+5,874
69
$305K ﹤0.01%
12,000
70
$281K ﹤0.01%
3,671
71
$279K ﹤0.01%
3,718
+464
72
$272K ﹤0.01%
2,191
73
$270K ﹤0.01%
5,222
74
$259K ﹤0.01%
+1,677
75
$259K ﹤0.01%
3,500
1 2
3
4