Edgewood Management

Edgewood Management Portfolio holdings

AUM $31.5B
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$640M
2 +$126M
3 +$90M
4
BFH icon
Bread Financial
BFH
+$13M
5
CMG icon
Chipotle Mexican Grill
CMG
+$540K

Top Sells

1 +$597M
2 +$234M
3 +$20.1M
4
CELG
Celgene Corp
CELG
+$18.9M
5
AMT icon
American Tower
AMT
+$13.1M

Sector Composition

1 Financials 24.38%
2 Healthcare 18.55%
3 Communication Services 18%
4 Consumer Discretionary 16.22%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$591K ﹤0.01%
8,002
52
$540K ﹤0.01%
+67,050
53
$460K ﹤0.01%
7,399
-180
54
$460K ﹤0.01%
+1,890
55
$457K ﹤0.01%
5,757
56
$417K ﹤0.01%
4,000
57
$389K ﹤0.01%
5,000
58
$349K ﹤0.01%
5,403
59
$338K ﹤0.01%
20,000
60
$311K ﹤0.01%
12,000
61
$285K ﹤0.01%
2,813
62
$279K ﹤0.01%
3,300
63
$276K ﹤0.01%
20,000
-22,000
64
$275K ﹤0.01%
2,700
+200
65
$274K ﹤0.01%
19,040
66
$267K ﹤0.01%
+5,000
67
$265K ﹤0.01%
16,000
-18,000
68
$265K ﹤0.01%
4,826
69
$262K ﹤0.01%
3,121
70
$254K ﹤0.01%
2,600
71
$251K ﹤0.01%
1,727
72
$223K ﹤0.01%
1,237
73
$215K ﹤0.01%
+5,222
74
$213K ﹤0.01%
+1,657
75
$211K ﹤0.01%
+2,500