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
$28.1B
AUM Growth
-$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$824M
2
+$130M
3
+$37.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.14M
5
PLD icon
Prologis
PLD
+$5.22M

Top Sells

1
+$428M
2
+$411M
3
+$300M
4
NFLX icon
Netflix
NFLX
+$269M
5
ISRG icon
Intuitive Surgical
ISRG
+$257M

Sector Composition

1 Technology 29.8%
2 Healthcare 19.19%
3 Financials 17.44%
4 Consumer Discretionary 15.18%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M ﹤0.01%
29,704
52
$1.04M ﹤0.01%
9,474
-287
53
$909K ﹤0.01%
23,000
54
$867K ﹤0.01%
7,818
55
$853K ﹤0.01%
45,000
+10,000
56
$842K ﹤0.01%
30,000
57
$771K ﹤0.01%
19,000
58
$663K ﹤0.01%
7,960
59
$651K ﹤0.01%
4,442
60
$648K ﹤0.01%
+10,000
61
$642K ﹤0.01%
100,000
62
$634K ﹤0.01%
42,000
+10,000
63
$563K ﹤0.01%
5,468
64
$560K ﹤0.01%
5,000
65
$544K ﹤0.01%
14,319
66
$543K ﹤0.01%
29,500
67
$536K ﹤0.01%
3,684
-35
68
$535K ﹤0.01%
52,886
69
$453K ﹤0.01%
45,000
70
$439K ﹤0.01%
49,000
-16,293
71
$391K ﹤0.01%
1,600
72
$338K ﹤0.01%
5,000
+1,250
73
$334K ﹤0.01%
8,478
-138
74
$333K ﹤0.01%
2,200
75
$295K ﹤0.01%
14,000
1 2
3
4