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
$9.39B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$456M
2
+$208M
3
+$149M
4
AGN
Allergan Inc
AGN
+$90M
5
VIAB
Viacom Inc. Class B
VIAB
+$61.3M

Top Sells

1
+$396M
2
+$287M
3
+$140M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.91M
5
VOD icon
Vodafone
VOD
+$1.79M

Sector Composition

1 Healthcare 28.3%
2 Financials 17.9%
3 Communication Services 15.87%
4 Technology 15.65%
5 Real Estate 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K ﹤0.01%
3,200
-200
77
$231K ﹤0.01%
+4,043
78
$226K ﹤0.01%
2,897
79
$210K ﹤0.01%
2,944
80
$205K ﹤0.01%
2,500
81
$200K ﹤0.01%
+3,400
82
– –
-1,565
83
– –
-26,897,750
84
– –
-8,164
85
– –
-42,829
86
– –
-1,510
1 2 3
4