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
$23B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$240M
2
+$135M
3
+$110M
4
META icon
Meta Platforms (Facebook)
META
+$24.7M
5
V icon
Visa
V
+$24.4M

Top Sells

1
+$2.4B
2
+$90.2M
3
+$44.2M
4
EQIX icon
Equinix
EQIX
+$6.55M
5
PYPL icon
PayPal
PYPL
+$3.58M

Sector Composition

1 Financials 29.09%
2 Healthcare 17.22%
3 Communication Services 16.9%
4 Consumer Discretionary 15.48%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K ﹤0.01%
1,684
77
$229K ﹤0.01%
2,500
78
$224K ﹤0.01%
2,433
79
$221K ﹤0.01%
1,237
80
$221K ﹤0.01%
2,000
81
$217K ﹤0.01%
4,500
82
$208K ﹤0.01%
+1,097
1 2 3
4