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
$29.9B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$340M
2
+$285M
3
+$187M
4
ECL icon
Ecolab
ECL
+$174M
5
AMT icon
American Tower
AMT
+$166M

Top Sells

1
+$679M
2
+$283M
3
+$197M
4
AAPL icon
Apple
AAPL
+$544K
5
MMM icon
3M
MMM
+$537K

Sector Composition

1 Financials 25.42%
2 Healthcare 18.74%
3 Consumer Discretionary 15.98%
4 Communication Services 14.94%
5 Technology 13.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K ﹤0.01%
4,330
52
$475K ﹤0.01%
5,403
53
$471K ﹤0.01%
5,222
54
$437K ﹤0.01%
4,000
55
$329K ﹤0.01%
5,000
56
$328K ﹤0.01%
3,121
57
$327K ﹤0.01%
4,826
58
$304K ﹤0.01%
2,600
59
$288K ﹤0.01%
12,476
60
$286K ﹤0.01%
22,000
-1,000
61
$271K ﹤0.01%
22,000
-1,000
62
$266K ﹤0.01%
+3,200
63
$254K ﹤0.01%
14,584
64
$231K ﹤0.01%
9,000
65
$227K ﹤0.01%
1,097
66
$227K ﹤0.01%
1,569
67
$224K ﹤0.01%
1,237
68
$220K ﹤0.01%
2,500
69
$220K ﹤0.01%
2,700
70
$210K ﹤0.01%
4,500
71
$209K ﹤0.01%
1,564
-120
72
$199K ﹤0.01%
14,319
73
$93K ﹤0.01%
+2,300
74
– –
-2,000
1 2
3