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
$13.6B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$130M
3
+$87.3M
4
BFH icon
Bread Financial
BFH
+$13.9M
5
CMG icon
Chipotle Mexican Grill
CMG
+$583K

Top Sells

1
+$597M
2
+$263M
3
+$21.6M
4
CELG
Celgene Corp
CELG
+$19.8M
5
AMT icon
American Tower
AMT
+$12.3M

Sector Composition

1 Financials 24.38%
2 Healthcare 18.55%
3 Communication Services 18%
4 Consumer Discretionary 16.22%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K ﹤0.01%
+1,564
77
$204K ﹤0.01%
+2,378
78
$160K ﹤0.01%
14,319
79
– –
-3,258
80
– –
-2,236
81
– –
-6,031,005
82
– –
-23,900
1 2 3
4