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
$11.8B
AUM Growth
-$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$139M
3
+$127M
4
CME icon
CME Group
CME
+$110M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$30M

Top Sells

1
+$308M
2
+$150M
3
+$67.1M
4
SCHW icon
Charles Schwab
SCHW
+$9.83M
5
EQIX icon
Equinix
EQIX
+$8.89M

Sector Composition

1 Healthcare 24.28%
2 Financials 21.19%
3 Consumer Discretionary 14.96%
4 Communication Services 14.8%
5 Real Estate 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K ﹤0.01%
5,222
77
$139K ﹤0.01%
14,319
78
– –
-8,507
79
– –
-2,607
80
– –
-2,500
1 2 3
4