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
$25.1B
AUM Growth
+$2.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$183M
3
+$151M
4
V icon
Visa
V
+$66.5M
5
PYPL icon
PayPal
PYPL
+$52.1M

Top Sells

1
+$167M
2
+$111M
3
+$96M
4
BKNG icon
Booking.com
BKNG
+$73.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.52M

Sector Composition

1 Financials 28.29%
2 Healthcare 17%
3 Communication Services 16.69%
4 Consumer Discretionary 16.17%
5 Technology 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,309
77
– –
-11,083
78
– –
-2,433
79
– –
-11,010
80
– –
-3,068
81
– –
-24,201
82
– –
-5,094
1 2 3
4