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
$31.2B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$735M
2
+$729M
3
+$339M
4
MSFT icon
Microsoft
MSFT
+$180M
5
LULU icon
lululemon athletica
LULU
+$159M

Top Sells

1
+$935M
2
+$849M
3
+$776M
4
ILMN icon
Illumina
ILMN
+$241M
5
NKE icon
Nike
NKE
+$188M

Sector Composition

1 Technology 33.05%
2 Healthcare 19.71%
3 Financials 15.46%
4 Consumer Discretionary 15.12%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M ﹤0.01%
3
52
$1.35M ﹤0.01%
29,704
53
$1.17M ﹤0.01%
24,060
54
$1.03M ﹤0.01%
9,436
-38
55
$979K ﹤0.01%
45,000
56
$845K ﹤0.01%
100,000
57
$832K ﹤0.01%
7,818
58
$829K ﹤0.01%
23,000
59
$765K ﹤0.01%
4,596
+154
60
$689K ﹤0.01%
30,000
61
$678K ﹤0.01%
42,000
62
$673K ﹤0.01%
2,755
-611,051
63
$664K ﹤0.01%
34,500
+5,000
64
$586K ﹤0.01%
14,319
65
$584K ﹤0.01%
52,886
66
$583K ﹤0.01%
52,000
+3,000
67
$567K ﹤0.01%
5,000
68
$527K ﹤0.01%
5,468
69
$483K ﹤0.01%
19,000
70
$468K ﹤0.01%
45,000
71
$333K ﹤0.01%
6,250
+1,250
72
$330K ﹤0.01%
8,478
73
$327K ﹤0.01%
2,200
74
$313K ﹤0.01%
20,725
75
$281K ﹤0.01%
5,360
-2,600
1 2
3
4