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
$27.5B
AUM Growth
+$2.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$565M
2
+$154M
3
+$48.4M
4
AMZN icon
Amazon
AMZN
+$45.6M
5
META icon
Meta Platforms (Facebook)
META
+$39.2M

Top Sells

1
+$522M
2
+$62.7M
3
+$814K
4
MAR icon
Marriott International
MAR
+$558K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Financials 25.76%
2 Communication Services 18.14%
3 Healthcare 16.9%
4 Consumer Discretionary 16.76%
5 Technology 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K ﹤0.01%
4,330
52
$475K ﹤0.01%
5,222
53
$425K ﹤0.01%
5,403
54
$415K ﹤0.01%
4,000
55
$328K ﹤0.01%
23,000
56
$290K ﹤0.01%
5,000
57
$289K ﹤0.01%
23,000
58
$288K ﹤0.01%
3,121
59
$283K ﹤0.01%
12,476
60
$280K ﹤0.01%
4,826
61
$273K ﹤0.01%
2,600
62
$252K ﹤0.01%
14,584
63
$247K ﹤0.01%
14,319
64
$239K ﹤0.01%
9,000
65
$218K ﹤0.01%
2,000
66
$218K ﹤0.01%
2,700
67
$214K ﹤0.01%
1,684
68
$214K ﹤0.01%
+1,097
69
$213K ﹤0.01%
1,237
70
$213K ﹤0.01%
2,500
71
$212K ﹤0.01%
4,500
72
$210K ﹤0.01%
1,569
73
– –
-3,071,142
1 2
3