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

Top Buys

1
+$334M
2
+$212M
3
+$144M
4
AMT icon
American Tower
AMT
+$128M
5
ISRG icon
Intuitive Surgical
ISRG
+$125M

Top Sells

1
+$277M
2
+$29.5M
3
+$722K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$715K
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