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
$37.2B
AUM Growth
+$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$781M
3
+$369M
4
MSCI icon
MSCI
MSCI
+$188M
5
LULU icon
lululemon athletica
LULU
+$109M

Top Sells

1
+$1.64B
2
+$934M
3
+$495M
4
NOW icon
ServiceNow
NOW
+$494M
5
ISRG icon
Intuitive Surgical
ISRG
+$431M

Sector Composition

1 Technology 40.89%
2 Financials 17.12%
3 Healthcare 15.78%
4 Consumer Discretionary 13.04%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M ﹤0.01%
29,704
52
$1.69M ﹤0.01%
26,400
53
$1.5M ﹤0.01%
82,000
54
$1.42M ﹤0.01%
28,493
55
$1.33M ﹤0.01%
21,671
-1,000
56
$1.31M ﹤0.01%
15,000
57
$1.07M ﹤0.01%
9,235
58
$1.04M ﹤0.01%
11,750
+1,013
59
$1.02M ﹤0.01%
7,718
60
$948K ﹤0.01%
+16,605
61
$877K ﹤0.01%
30,000
62
$760K ﹤0.01%
4,494
-262
63
$673K ﹤0.01%
14,319
64
$609K ﹤0.01%
6,302
-500
65
$597K ﹤0.01%
52,000
66
$596K ﹤0.01%
24,060
67
$572K ﹤0.01%
20,000
68
$418K ﹤0.01%
100,000
69
$357K ﹤0.01%
2,200
70
$336K ﹤0.01%
50,000
71
$324K ﹤0.01%
50,000
72
$298K ﹤0.01%
777
73
$290K ﹤0.01%
6,250
74
$276K ﹤0.01%
14,000
75
$270K ﹤0.01%
50,000
1 2
3
4