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
$34.6B
AUM Growth
+$4.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$783M
2
+$340M
3
+$291M
4
LLY icon
Eli Lilly
LLY
+$149M
5
ISRG icon
Intuitive Surgical
ISRG
+$126M

Top Sells

1
+$1.13B
2
+$872M
3
+$215M
4
ASML icon
ASML
ASML
+$81.5M
5
DHR icon
Danaher
DHR
+$70.2M

Sector Composition

1 Technology 38.32%
2 Financials 17.97%
3 Healthcare 15.96%
4 Consumer Discretionary 14.17%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M ﹤0.01%
15,000
52
$1.44M ﹤0.01%
28,493
53
$1.4M ﹤0.01%
82,000
54
$1.35M ﹤0.01%
13,000
+8,000
55
$1.34M ﹤0.01%
22,671
56
$939K ﹤0.01%
4,756
57
$923K ﹤0.01%
9,235
-32
58
$883K ﹤0.01%
+10,737
59
$880K ﹤0.01%
52,000
60
$874K ﹤0.01%
24,060
61
$841K ﹤0.01%
7,718
-100
62
$668K ﹤0.01%
30,000
63
$660K ﹤0.01%
6,802
64
$612K ﹤0.01%
20,000
65
$610K ﹤0.01%
14,319
66
$429K ﹤0.01%
25,000
-75,000
67
$423K ﹤0.01%
6,250
68
$324K ﹤0.01%
100,000
69
$322K ﹤0.01%
2,200
70
$320K ﹤0.01%
+50,000
71
$316K ﹤0.01%
+50,000
72
$296K ﹤0.01%
4,300
-1,060
73
$271K ﹤0.01%
14,000
74
$269K ﹤0.01%
777
75
$248K ﹤0.01%
1,000
1 2
3
4