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
$11.8B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$133M
3
+$127M
4
CME icon
CME Group
CME
+$108M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$30.7M

Top Sells

1
+$289M
2
+$152M
3
+$58.5M
4
EQIX icon
Equinix
EQIX
+$8.86M
5
SCHW icon
Charles Schwab
SCHW
+$8.75M

Sector Composition

1 Healthcare 24.28%
2 Financials 21.19%
3 Consumer Discretionary 14.96%
4 Communication Services 14.8%
5 Real Estate 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$527K ﹤0.01%
5,000
52
$499K ﹤0.01%
3,171
-35
53
$485K ﹤0.01%
9,012
54
$462K ﹤0.01%
7,579
55
$456K ﹤0.01%
5,780
-1,750
56
$426K ﹤0.01%
3,687
-2,586
57
$398K ﹤0.01%
32,000
58
$396K ﹤0.01%
19,040
-19,040
59
$395K ﹤0.01%
7,789
+2,650
60
$389K ﹤0.01%
5,603
-62
61
$374K ﹤0.01%
3,676
-3,000
62
$352K ﹤0.01%
23,900
63
$351K ﹤0.01%
4,000
64
$349K ﹤0.01%
24,000
65
$319K ﹤0.01%
2,600
66
$304K ﹤0.01%
12,000
67
$303K ﹤0.01%
5,403
68
$298K ﹤0.01%
17,200
69
$277K ﹤0.01%
5,159
70
$266K ﹤0.01%
2,600
71
$253K ﹤0.01%
1,822
-10
72
$237K ﹤0.01%
3,300
-3,100
73
$227K ﹤0.01%
4,826
74
$225K ﹤0.01%
3,121
75
$216K ﹤0.01%
+1,237
1 2
3
4