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
$34.8B
AUM Growth
-$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$665M
2
+$568M
3
+$400M
4
ADBE icon
Adobe
ADBE
+$310M
5
LLY icon
Eli Lilly
LLY
+$226M

Top Sells

1
+$1.66B
2
+$1.39B
3
+$732M
4
BX icon
Blackstone
BX
+$281M
5
V icon
Visa
V
+$182M

Sector Composition

1 Technology 35.65%
2 Financials 19.62%
3 Healthcare 17.3%
4 Consumer Discretionary 11.43%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.01%
29,704
52
$2.25M 0.01%
84,911
53
$2.1M 0.01%
15,721
-400
54
$2.05M 0.01%
4,532
55
$2.04M 0.01%
3
56
$1.91M 0.01%
25,450
-300
57
$1.89M 0.01%
26,400
58
$1.73M 0.01%
+15,000
59
$1.69M ﹤0.01%
13,972
60
$1.68M ﹤0.01%
28,441
61
$1.5M ﹤0.01%
14,700
+200
62
$1.49M ﹤0.01%
82,000
63
$1.35M ﹤0.01%
21,671
64
$989K ﹤0.01%
9,191
-12
65
$986K ﹤0.01%
15,000
66
$986K ﹤0.01%
30,000
67
$768K ﹤0.01%
7,718
68
$679K ﹤0.01%
6,302
69
$545K ﹤0.01%
14,319
70
$425K ﹤0.01%
2,611
71
$399K ﹤0.01%
989
72
$376K ﹤0.01%
20,000
73
$369K ﹤0.01%
2,200
74
$333K ﹤0.01%
24,060
75
$302K ﹤0.01%
777
1 2
3
4