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
$30.1B
AUM Growth
-$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$735M
2
+$360M
3
+$244M
4
META icon
Meta Platforms (Facebook)
META
+$169M
5
ISRG icon
Intuitive Surgical
ISRG
+$160M

Top Sells

1
+$796M
2
+$381M
3
+$277M
4
SPGI icon
S&P Global
SPGI
+$266M
5
NFLX icon
Netflix
NFLX
+$158M

Sector Composition

1 Financials 20.94%
2 Communication Services 20.06%
3 Technology 18.47%
4 Healthcare 12.32%
5 Real Estate 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K ﹤0.01%
5,000
52
$712K ﹤0.01%
51,713
-5,322
53
$685K ﹤0.01%
16,220
54
$661K ﹤0.01%
4,390
-7,902
55
$623K ﹤0.01%
7,705
-30
56
$464K ﹤0.01%
35,000
57
$460K ﹤0.01%
16,000
58
$459K ﹤0.01%
25,000
59
$426K ﹤0.01%
19,330
60
$422K ﹤0.01%
5,000
61
$412K ﹤0.01%
4,000
62
$410K ﹤0.01%
9,000
63
$373K ﹤0.01%
6,600
64
$306K ﹤0.01%
9,100
-3,000
65
$290K ﹤0.01%
+8,641
66
$280K ﹤0.01%
73,599
-400
67
$266K ﹤0.01%
1,600
68
$261K ﹤0.01%
1,400
69
$251K ﹤0.01%
2,600
70
$242K ﹤0.01%
2,200
71
$226K ﹤0.01%
11,125
72
$225K ﹤0.01%
9,000
73
$223K ﹤0.01%
3,121
74
$203K ﹤0.01%
17,000
75
$133K ﹤0.01%
+50,000
1 2
3
4