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
$50.4B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$971M
3
+$193M
4
MSFT icon
Microsoft
MSFT
+$185M
5
NVDA icon
NVIDIA
NVDA
+$35M

Top Sells

1
+$1.66B
2
+$654M
3
+$586M
4
ALGN icon
Align Technology
ALGN
+$308M
5
V icon
Visa
V
+$103M

Sector Composition

1 Financials 19.51%
2 Healthcare 18.92%
3 Technology 18.77%
4 Communication Services 18.01%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M ﹤0.01%
4,538
52
$1.04M ﹤0.01%
3
53
$928K ﹤0.01%
4,000
54
$819K ﹤0.01%
49,697
+8,600
55
$684K ﹤0.01%
8,516
56
$640K ﹤0.01%
8,193
57
$628K ﹤0.01%
50,000
58
$592K ﹤0.01%
3,580
59
$583K ﹤0.01%
9,000
60
$583K ﹤0.01%
9,916
61
$551K ﹤0.01%
13,356
-63
62
$551K ﹤0.01%
25,000
63
$516K ﹤0.01%
5,634
64
$511K ﹤0.01%
35,000
65
$472K ﹤0.01%
21,714
66
$471K ﹤0.01%
2,600
67
$397K ﹤0.01%
11,750
+625
68
$392K ﹤0.01%
1,600
69
$373K ﹤0.01%
14,319
70
$366K ﹤0.01%
6,900
-2,200
71
$310K ﹤0.01%
17,000
72
$306K ﹤0.01%
2,200
73
$300K ﹤0.01%
+25,000
74
$281K ﹤0.01%
+5,000
75
$261K ﹤0.01%
1,711
1 2
3
4