Edgewood Management

Edgewood Management Portfolio holdings

AUM $28.2B
1-Year Est. Return 17.85%
This Quarter Est. Return
1 Year Est. Return
+17.85%
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
+$212M
2
+$159M
3
+$95.4M
4
V icon
Visa
V
+$90M
5
CELG
Celgene Corp
CELG
+$66.4M

Top Sells

1
+$151M
2
+$128M
3
+$616K
4
XOM icon
Exxon Mobil
XOM
+$597K
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