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
$50.4B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$988M
3
+$198M
4
MSFT icon
Microsoft
MSFT
+$179M
5
NVDA icon
NVIDIA
NVDA
+$35.9M

Top Sells

1
+$1.59B
2
+$566M
3
+$543M
4
ALGN icon
Align Technology
ALGN
+$259M
5
V icon
Visa
V
+$96.2M

Sector Composition

1 Financials 19.51%
2 Healthcare 18.92%
3 Technology 18.77%
4 Communication Services 18.01%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K ﹤0.01%
777
-66
77
$202K ﹤0.01%
+10,757
78
$129K ﹤0.01%
30,000
79
$119K ﹤0.01%
40,000
80
$90K ﹤0.01%
14,584
81
$51K ﹤0.01%
73,599
82
– –
-79,820
1 2 3
4