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
$50.5B
AUM Growth
+$69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$493M
3
+$427M
4
CMG icon
Chipotle Mexican Grill
CMG
+$231M
5
ADBE icon
Adobe
ADBE
+$191M

Top Sells

1
+$1.26B
2
+$613M
3
+$537M
4
EL icon
Estee Lauder
EL
+$511M
5
ILMN icon
Illumina
ILMN
+$267M

Sector Composition

1 Financials 20.3%
2 Technology 19.43%
3 Communication Services 18.2%
4 Healthcare 17.96%
5 Consumer Discretionary 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$325K ﹤0.01%
17,000
77
$298K ﹤0.01%
2,200
78
$239K ﹤0.01%
50,000
+10,000
79
$237K ﹤0.01%
777
80
$227K ﹤0.01%
1,711
81
$150K ﹤0.01%
10,757
82
$149K ﹤0.01%
30,000
83
$112K ﹤0.01%
14,583
-1
84
– –
-73,599
1 2 3
4