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
$12B
AUM Growth
+$872M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$133M
3
+$87.6M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$46M
5
V icon
Visa
V
+$31.4M

Top Sells

1
+$248M
2
+$93M
3
+$40.1M
4
GILD icon
Gilead Sciences
GILD
+$29M
5
MMM icon
3M
MMM
+$2.08M

Sector Composition

1 Healthcare 27.38%
2 Financials 20.06%
3 Consumer Discretionary 13.02%
4 Communication Services 12.18%
5 Technology 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K ﹤0.01%
+3,121
77
$200K ﹤0.01%
+2,500
78
– –
-1,237
79
– –
-2,944
80
– –
-6,000
81
– –
-4,000
82
– –
-4,707,624
1 2 3
4