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
$33.9B
AUM Growth
-$16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$669M
2
+$666M
3
+$266M
4
EL icon
Estee Lauder
EL
+$181M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.5M

Top Sells

1
+$855M
2
+$748M
3
+$742M
4
CME icon
CME Group
CME
+$482M
5
DHR icon
Danaher
DHR
+$207M

Sector Composition

1 Technology 31.43%
2 Financials 18.94%
3 Healthcare 17.86%
4 Consumer Discretionary 11.97%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$967K ﹤0.01%
23,000
52
$836K ﹤0.01%
9,761
-104
53
$824K ﹤0.01%
52,886
54
$713K ﹤0.01%
7,818
55
$705K ﹤0.01%
35,000
56
$697K ﹤0.01%
4,053
57
$679K ﹤0.01%
25,000
58
$669K ﹤0.01%
19,000
59
$618K ﹤0.01%
29,500
-9,558
60
$586K ﹤0.01%
5,468
61
$572K ﹤0.01%
3,719
-430
62
$516K ﹤0.01%
32,000
+15,000
63
$503K ﹤0.01%
7,960
64
$442K ﹤0.01%
5,000
65
$437K ﹤0.01%
8,616
66
$419K ﹤0.01%
14,319
67
$409K ﹤0.01%
1,824
68
$389K ﹤0.01%
100,000
69
$386K ﹤0.01%
35,000
70
$318K ﹤0.01%
1,600
71
$316K ﹤0.01%
2,200
72
$307K ﹤0.01%
13,000
73
$238K ﹤0.01%
+2,500
74
$226K ﹤0.01%
+50,000
75
$213K ﹤0.01%
777
1 2
3
4