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
$15.2B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$618M
2
+$332M
3
+$312M
4
SCHW icon
Charles Schwab
SCHW
+$242M
5
PYPL icon
PayPal
PYPL
+$134M

Top Sells

1
+$525M
2
+$523M
3
+$424M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
PEP icon
PepsiCo
PEP
+$381K

Sector Composition

1 Financials 27.53%
2 Healthcare 18.87%
3 Communication Services 18.36%
4 Consumer Discretionary 16.64%
5 Real Estate 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$765K 0.01%
26,231
52
$738K ﹤0.01%
+4,055
53
$722K ﹤0.01%
5,000
54
$680K ﹤0.01%
9,012
55
$649K ﹤0.01%
3
56
$598K ﹤0.01%
+22,530
57
$596K ﹤0.01%
+14,835
58
$594K ﹤0.01%
5,769
59
$589K ﹤0.01%
8,419
60
$488K ﹤0.01%
8,002
61
$487K ﹤0.01%
+4,765
62
$486K ﹤0.01%
+8,280
63
$485K ﹤0.01%
7,279
-120
64
$463K ﹤0.01%
+1,480
65
$461K ﹤0.01%
20,000
66
$450K ﹤0.01%
1,890
67
$417K ﹤0.01%
+5,305
68
$416K ﹤0.01%
+6,735
69
$413K ﹤0.01%
4,000
70
$395K ﹤0.01%
+4,629
71
$353K ﹤0.01%
+8,300
72
$345K ﹤0.01%
5,403
73
$345K ﹤0.01%
+2,735
74
$338K ﹤0.01%
+3,585
75
$320K ﹤0.01%
19,040
1 2
3
4