Edgewood Management

Edgewood Management Portfolio holdings

AUM $31.5B
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
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 +$1.56B
2 +$971M
3 +$193M
4
MSFT icon
Microsoft
MSFT
+$185M
5
NVDA icon
NVIDIA
NVDA
+$35M

Top Sells

1 +$1.66B
2 +$654M
3 +$586M
4
ALGN icon
Align Technology
ALGN
+$308M
5
V icon
Visa
V
+$103M

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