Edgewood Management Portfolio holdings
AUM
$28.2B
1-Year Est. Return
17.85%
1 Year Est. Return
+17.85%
AUM
$28.2B
AUM Growth
-$3.23B
(-10%)
Holding
88
Top Buys
| 1 | +$636M | |
| 2 | +$387M | |
| 3 | +$229M | |
| 4 |
Eli Lilly
LLY
|
+$150M |
| 5 |
Intuitive Surgical
ISRG
|
+$56.8M |
Top Sells
| 1 | +$716M | |
| 2 | +$669M | |
| 3 | +$412M | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$379M |
| 5 |
Copart
CPRT
|
+$337M |
Sector Composition
| 1 | Technology | 46.3% |
| 2 | Financials | 18.79% |
| 3 | Healthcare | 15.33% |
| 4 | Communication Services | 9.92% |
| 5 | Industrials | 5.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Estee Lauder
EL
$37.5B
| $479K | ﹤0.01% |
5,434
|
|
||
77
Warner Bros
WBD
$74.3B
| $391K | ﹤0.01% |
20,000
|
|
||
78
Procter & Gamble
PG
$334B
| $338K | ﹤0.01% |
2,200
|
|
||
79
Charles Schwab
SCHW
$172B
| $334K | ﹤0.01% |
3,500
|
|
||
80
Home Depot
HD
$358B
| $315K | ﹤0.01% |
777
|
|
||
81
Zoetis
ZTS
$52.3B
| $304K | ﹤0.01% |
2,076
|
|
||
82
Armata Pharmaceuticals
ARMP
$215M
| $298K | ﹤0.01% |
100,000
|
|
||
|
LAC
83
Lithium Americas
LAC
$1.55B
| $286K | ﹤0.01% |
50,000
|
|
||
84
Annaly Capital Management
NLY
$15.1B
| $283K | ﹤0.01% |
14,000
|
|
||
85
Prothena Corp
PRTA
$558M
| $235K | ﹤0.01% |
24,060
|
|
||
86
Seer Inc
SEER
$98.2M
| $217K | ﹤0.01% |
100,000
|
|
||
|
LAR
87
Lithium Argentina AG
LAR
$861M
| $167K | ﹤0.01% |
50,000
|
|
||
88
Werewolf Therapeutics
HOWL
$53.4M
| $98.5K | ﹤0.01% |
50,000
|
|