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
$41.4B
AUM Growth
+$11.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$144M
4
AMT icon
American Tower
AMT
+$128M
5
ISRG icon
Intuitive Surgical
ISRG
+$125M

Top Sells

1
+$277M
2
+$29.5M
3
+$722K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$715K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$661K

Sector Composition

1 Communication Services 21.43%
2 Financials 20.39%
3 Technology 19.01%
4 Healthcare 12.89%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K ﹤0.01%
51,513
-200
52
$810K ﹤0.01%
4,538
53
$802K ﹤0.01%
3
54
$635K ﹤0.01%
25,000
55
$617K ﹤0.01%
5,000
56
$616K ﹤0.01%
7,705
57
$596K ﹤0.01%
4,000
58
$510K ﹤0.01%
9,000
59
$509K ﹤0.01%
8,516
-7,704
60
$473K ﹤0.01%
35,000
61
$441K ﹤0.01%
19,330
62
$324K ﹤0.01%
+4,500
63
$307K ﹤0.01%
9,100
64
$292K ﹤0.01%
11,125
65
$290K ﹤0.01%
2,600
66
$288K ﹤0.01%
1,600
67
$263K ﹤0.01%
2,200
68
$263K ﹤0.01%
73,599
69
$254K ﹤0.01%
50,000
70
$243K ﹤0.01%
17,000
71
$238K ﹤0.01%
+2,670
72
$211K ﹤0.01%
+843
73
$166K ﹤0.01%
14,319
74
$157K ﹤0.01%
40,000
75
$135K ﹤0.01%
30,000
1 2
3
4