Edgewood Management

Edgewood Management Portfolio holdings

AUM $31.5B
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.2B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$618M
2
+$332M
3
+$312M
4
SCHW icon
Charles Schwab
SCHW
+$242M
5
PYPL icon
PayPal
PYPL
+$134M

Top Sells

1
+$525M
2
+$523M
3
+$424M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.65M
5
PEP icon
PepsiCo
PEP
+$381K

Sector Composition

1 Financials 27.53%
2 Healthcare 18.87%
3 Communication Services 18.36%
4 Consumer Discretionary 16.64%
5 Real Estate 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K ﹤0.01%
12,000
77
$296K ﹤0.01%
3,300
78
$287K ﹤0.01%
4,826
79
$277K ﹤0.01%
20,000
80
$265K ﹤0.01%
2,813
81
$262K ﹤0.01%
1,727
82
$262K ﹤0.01%
2,700
83
$258K ﹤0.01%
16,000
84
$250K ﹤0.01%
5,000
85
$248K ﹤0.01%
3,121
86
$247K ﹤0.01%
5,222
87
$241K ﹤0.01%
2,600
88
$220K ﹤0.01%
1,237
89
$215K ﹤0.01%
1,597
-60
90
$204K ﹤0.01%
+5,275
91
$182K ﹤0.01%
+5,876
92
$156K ﹤0.01%
14,319
93
– –
-2,500
94
– –
-1,564
95
– –
-2,378
96
– –
-15,686,381
97
– –
-4,523,453
98
– –
-11,529,282
1 2 3
4