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
$23B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$130M
3
+$102M
4
SCHW icon
Charles Schwab
SCHW
+$26.6M
5
V icon
Visa
V
+$25.2M

Top Sells

1
+$2.33B
2
+$89.9M
3
+$45.3M
4
EQIX icon
Equinix
EQIX
+$6.41M
5
PYPL icon
PayPal
PYPL
+$3.65M

Sector Composition

1 Financials 29.09%
2 Healthcare 17.22%
3 Communication Services 16.9%
4 Consumer Discretionary 15.48%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$753K ﹤0.01%
8,099
52
$743K ﹤0.01%
6,949
-100
53
$711K ﹤0.01%
6,772
54
$686K ﹤0.01%
3,068
55
$676K ﹤0.01%
9,012
56
$664K ﹤0.01%
5,300
-27
57
$609K ﹤0.01%
5,094
58
$581K ﹤0.01%
24,201
59
$467K ﹤0.01%
4,000
60
$453K ﹤0.01%
5,222
61
$434K ﹤0.01%
5,403
62
$379K ﹤0.01%
11,010
63
$332K ﹤0.01%
23,000
64
$311K ﹤0.01%
+2,309
65
$310K ﹤0.01%
12,000
66
$296K ﹤0.01%
23,000
67
$292K ﹤0.01%
12,476
68
$285K ﹤0.01%
2,700
69
$284K ﹤0.01%
3,121
70
$280K ﹤0.01%
2,600
71
$271K ﹤0.01%
14,319
72
$259K ﹤0.01%
4,826
73
$255K ﹤0.01%
5,000
74
$253K ﹤0.01%
1,727
75
$252K ﹤0.01%
14,584
-2,256
1 2
3
4