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
$30.4B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$620M
2
+$292M
3
+$29.7M
4
CME icon
CME Group
CME
+$21.9M
5
EQIX icon
Equinix
EQIX
+$18.2M

Top Sells

1
+$844M
2
+$144M
3
+$16.8M
4
AMT icon
American Tower
AMT
+$10.8M
5
GILD icon
Gilead Sciences
GILD
+$2.7M

Sector Composition

1 Financials 26.55%
2 Communication Services 17.15%
3 Consumer Discretionary 12.65%
4 Healthcare 12.15%
5 Real Estate 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K ﹤0.01%
24,142
-1,192
52
$386K ﹤0.01%
4,826
53
$375K ﹤0.01%
+6,600
54
$363K ﹤0.01%
2,600
55
$340K ﹤0.01%
2,730
-1,300
56
$330K ﹤0.01%
3,121
57
$251K ﹤0.01%
1,237
58
$241K ﹤0.01%
2,200
59
$236K ﹤0.01%
9,000
60
$230K ﹤0.01%
1,564
61
$228K ﹤0.01%
1,097
62
$208K ﹤0.01%
788
-79
63
$205K ﹤0.01%
14,584
64
$166K ﹤0.01%
14,319
65
– –
-2,500
66
– –
-11,650,983
67
– –
-4,000
68
– –
-114,751
1 2
3