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
$10.9B
AUM Growth
+$897M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$332M
2
+$126M
3
+$116M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$112M
5
EQIX icon
Equinix
EQIX
+$33.1M

Top Sells

1
+$270M
2
+$176M
3
+$108M
4
MMM icon
3M
MMM
+$1.63M
5
MON
Monsanto Co
MON
+$700K

Sector Composition

1 Healthcare 25.74%
2 Financials 19.3%
3 Technology 13.6%
4 Communication Services 12.72%
5 Real Estate 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K ﹤0.01%
+1,237
77
$152K ﹤0.01%
+12,000
78
$127K ﹤0.01%
+12,100
79
– –
-4,982
80
– –
-2,700
81
– –
-6,218
82
– –
-1,138,415
83
– –
-3,500
1 2 3
4