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
$20.4B
AUM Growth
+$2.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$205M
2
+$148M
3
+$93.4M
4
V icon
Visa
V
+$89.1M
5
CELG
Celgene Corp
CELG
+$62.7M

Top Sells

1
+$133M
2
+$131M
3
+$605K
4
MMM icon
3M
MMM
+$591K
5
CCI icon
Crown Castle
CCI
+$266K

Sector Composition

1 Financials 27.73%
2 Healthcare 20.03%
3 Consumer Discretionary 16.25%
4 Communication Services 15.97%
5 Technology 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K ﹤0.01%
1,237
77
$220K ﹤0.01%
2,000
78
$215K ﹤0.01%
4,500
79
$172K ﹤0.01%
14,319
80
– –
-2,813
81
– –
-1,497
1 2 3
4