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
$20.4B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$212M
2
+$159M
3
+$95.4M
4
V icon
Visa
V
+$90M
5
CELG
Celgene Corp
CELG
+$66.4M

Top Sells

1
+$151M
2
+$128M
3
+$616K
4
XOM icon
Exxon Mobil
XOM
+$597K
5
CCI icon
Crown Castle
CCI
+$266K

Sector Composition

1 Financials 27.73%
2 Healthcare 20.03%
3 Consumer Discretionary 16.25%
4 Communication Services 15.97%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K ﹤0.01%
11,266
+3,440
52
$653K ﹤0.01%
9,012
53
$644K ﹤0.01%
7,049
-50
54
$630K ﹤0.01%
5,178
55
$594K ﹤0.01%
8,233
56
$577K ﹤0.01%
5,527
-12
57
$546K ﹤0.01%
65,600
58
$531K ﹤0.01%
1,849
59
$440K ﹤0.01%
4,000
60
$428K ﹤0.01%
11,192
+2,390
61
$415K ﹤0.01%
5,403
62
$382K ﹤0.01%
5,222
63
$351K ﹤0.01%
23,000
-1,000
64
$348K ﹤0.01%
3,121
65
$317K ﹤0.01%
2,700
66
$317K ﹤0.01%
12,000
67
$302K ﹤0.01%
16,840
68
$298K ﹤0.01%
23,000
-2,000
69
$295K ﹤0.01%
4,826
70
$289K ﹤0.01%
12,476
71
$276K ﹤0.01%
2,600
72
$264K ﹤0.01%
3,033
+233
73
$254K ﹤0.01%
1,727
74
$245K ﹤0.01%
1,684
+120
75
$244K ﹤0.01%
5,000
1 2
3
4