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
$13.9B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$529M
2
+$222M
3
+$186M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$62.5M
5
V icon
Visa
V
+$45.4M

Top Sells

1
+$417M
2
+$109M
3
+$98.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.65M
5
TROW icon
T. Rowe Price
TROW
+$5.21M

Sector Composition

1 Financials 25.81%
2 Healthcare 19.36%
3 Communication Services 18.81%
4 Consumer Discretionary 14.48%
5 Real Estate 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,807
77
– –
-3,687
78
– –
-4,050
79
– –
-5,159
80
– –
-2,600
81
– –
-72,909
1 2 3
4