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
$9.97B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$381M
2
+$260M
3
+$88M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$35.1M
5
BFH icon
Bread Financial
BFH
+$9.24M

Top Sells

1
+$420M
2
+$338M
3
+$90.7M
4
AMT icon
American Tower
AMT
+$2.67M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.68M

Sector Composition

1 Healthcare 27.96%
2 Financials 18.04%
3 Technology 13.22%
4 Communication Services 12.83%
5 Real Estate 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K ﹤0.01%
2,500
77
– –
-22,840
78
– –
-6,000
79
– –
-10,000
80
– –
-1,746
81
– –
-3,255
82
– –
-4,845,620
83
– –
-4,372
84
– –
-8,000
1 2 3
4