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
$12B
AUM Growth
+$872M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$128M
3
+$88.7M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$43.6M
5
V icon
Visa
V
+$31.1M

Top Sells

1
+$248M
2
+$89.6M
3
+$41.6M
4
GILD icon
Gilead Sciences
GILD
+$31.1M
5
MMM icon
3M
MMM
+$2M

Sector Composition

1 Healthcare 27.38%
2 Financials 20.06%
3 Consumer Discretionary 13.02%
4 Communication Services 12.18%
5 Technology 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.01%
8,507
-410
52
$615K 0.01%
3
53
$611K 0.01%
38,080
+19,040
54
$604K 0.01%
7,040
+622
55
$593K ﹤0.01%
3,206
-154
56
$514K ﹤0.01%
7,579
57
$501K ﹤0.01%
6,400
-200
58
$459K ﹤0.01%
4,000
59
$452K ﹤0.01%
9,012
60
$394K ﹤0.01%
5,665
-274
61
$391K ﹤0.01%
32,000
+20,000
62
$378K ﹤0.01%
+23,900
63
$377K ﹤0.01%
5,403
64
$343K ﹤0.01%
+17,200
65
$338K ﹤0.01%
+24,000
66
$336K ﹤0.01%
+5,139
67
$323K ﹤0.01%
5,159
+993
68
$303K ﹤0.01%
12,000
69
$297K ﹤0.01%
2,600
70
$285K ﹤0.01%
1,832
71
$268K ﹤0.01%
5,222
72
$267K ﹤0.01%
14,319
73
$262K ﹤0.01%
4,826
-1,048
74
$253K ﹤0.01%
2,607
75
$247K ﹤0.01%
2,600
1 2
3
4