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
$41.4B
AUM Growth
+$11.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$307M
2
+$189M
3
+$136M
4
AMT icon
American Tower
AMT
+$122M
5
ISRG icon
Intuitive Surgical
ISRG
+$118M

Top Sells

1
+$220M
2
+$28M
3
+$722K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$667K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$661K

Sector Composition

1 Communication Services 21.43%
2 Financials 20.39%
3 Technology 19.01%
4 Healthcare 12.89%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K ﹤0.01%
14,584
77
– –
-5,000
78
– –
-3,121
79
– –
-4,390
80
– –
-6,600
81
– –
-8,641
82
– –
-1,400
83
– –
-9,000
1 2 3
4