Edgewood Management

Edgewood Management Portfolio holdings

AUM $21B
1-Year Est. Return 18.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.5B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$747M
3
+$613M
4
SPOT icon
Spotify
SPOT
+$121M
5
SHOP icon
Shopify
SHOP
+$105M

Top Sells

1
+$1.13B
2
+$771M
3
+$568M
4
NVDA icon
NVIDIA
NVDA
+$494M
5
LULU icon
lululemon athletica
LULU
+$239M

Sector Composition

1 Technology 41.02%
2 Financials 18.55%
3 Healthcare 15.03%
4 Communication Services 13.95%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.01%
13,542
-430
52
$1.86M 0.01%
26,751
-1,690
53
$1.83M 0.01%
26,400
54
$1.72M 0.01%
82,000
55
$1.69M 0.01%
3,394
-11,299
56
$1.54M ﹤0.01%
7,000
-30,880
57
$1.48M ﹤0.01%
14,700
58
$1.47M ﹤0.01%
20,721
59
$1.34M ﹤0.01%
6,767
60
$1.16M ﹤0.01%
35,000
61
$975K ﹤0.01%
9,047
-118
62
$886K ﹤0.01%
2,291
-2,928,512
63
$825K ﹤0.01%
15,000
64
$744K ﹤0.01%
6,302
65
$646K ﹤0.01%
30,000
+20,000
66
$643K ﹤0.01%
12,499
67
$635K ﹤0.01%
6,804
-40,918
68
$621K ﹤0.01%
14,319
69
$611K ﹤0.01%
7,718
70
$474K ﹤0.01%
30,000
71
$439K ﹤0.01%
5,434
-10,869
72
$351K ﹤0.01%
2,200
73
$324K ﹤0.01%
2,076
74
$319K ﹤0.01%
3,500
75
$285K ﹤0.01%
777
1 2
3
4