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
$59.6B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.88B
2
+$286M
3
+$224M
4
DHR icon
Danaher
DHR
+$3.12M
5
SNAP icon
Snap
SNAP
+$3.05M

Top Sells

1
+$11.5B
2
+$340M
3
+$27.2M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
V icon
Visa
V
+$11.4M

Sector Composition

1 Communication Services 20.87%
2 Technology 19.91%
3 Healthcare 18.74%
4 Financials 18.24%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M ﹤0.01%
15,000
52
$1.12M ﹤0.01%
50,000
53
$1.05M ﹤0.01%
9,000
54
$866K ﹤0.01%
4,149
55
$863K ﹤0.01%
25,000
56
$848K ﹤0.01%
+2,241
57
$831K ﹤0.01%
23,000
-20,000
58
$797K ﹤0.01%
39,058
+2,648
59
$768K ﹤0.01%
49,697
60
$724K ﹤0.01%
5,000
61
$708K ﹤0.01%
12,041
-12
62
$695K ﹤0.01%
3,580
63
$587K ﹤0.01%
7,818
64
$580K ﹤0.01%
7,960
+1,060
65
$570K ﹤0.01%
2,205
66
$550K ﹤0.01%
5,634
67
$537K ﹤0.01%
35,000
68
$504K ﹤0.01%
25,000
69
$466K ﹤0.01%
14,319
70
$440K ﹤0.01%
2,600
71
$422K ﹤0.01%
1,600
72
$418K ﹤0.01%
3,000
+1,000
73
$396K ﹤0.01%
11,750
74
$374K ﹤0.01%
6,916
-1,000
75
$362K ﹤0.01%
17,000
1 2
3
4