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
$30.1B
AUM Growth
-$3.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$948M
2
+$376M
3
+$287M
4
META icon
Meta Platforms (Facebook)
META
+$198M
5
ISRG icon
Intuitive Surgical
ISRG
+$177M

Top Sells

1
+$796M
2
+$365M
3
+$298M
4
NVDA icon
NVIDIA
NVDA
+$265M
5
ADBE icon
Adobe
ADBE
+$166M

Sector Composition

1 Financials 20.94%
2 Communication Services 20.06%
3 Technology 18.47%
4 Healthcare 12.32%
5 Real Estate 12.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$124K ﹤0.01%
40,000
+20,000
77
$120K ﹤0.01%
30,000
+5,000
78
$97K ﹤0.01%
14,319
79
$67K ﹤0.01%
14,584
80
– –
-1,237
81
– –
-387,732
82
– –
-1,564
83
– –
-2,720
84
– –
-4,000
85
– –
-10,000
86
– –
-966
87
– –
-5,600
1 2 3
4