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
$59.6B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.88B
2
+$286M
3
+$224M
4
DHR icon
Danaher
DHR
+$3.12M
5
SNAP icon
Snap
SNAP
+$3.05M

Top Sells

1
+$11.5B
2
+$340M
3
+$27.2M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
V icon
Visa
V
+$11.4M

Sector Composition

1 Communication Services 20.87%
2 Technology 19.91%
3 Healthcare 18.74%
4 Financials 18.24%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K ﹤0.01%
2,200
77
$255K ﹤0.01%
777
78
$247K ﹤0.01%
3,080
79
$214K ﹤0.01%
+4,500
80
$181K ﹤0.01%
50,000
81
$140K ﹤0.01%
14,583
82
$116K ﹤0.01%
+250
83
$74K ﹤0.01%
1,000
84
$34K ﹤0.01%
+10,000
85
– –
-1,711
86
– –
-10,000
1 2 3
4