Edgewood Management Portfolio holdings
AUM
$31.5B
This Quarter Return
+3.57%
1 Year Return
+19.46%
3 Year Return
+128.01%
5 Year Return
+144.65%
10 Year Return
+626.11%
AUM
$60.9B
AUM Growth
+$60.9B
(+2.3%)
Cap. Flow
-$318M
Cap. Flow
% of AUM
-0.52%
Top 10 Holdings %
Top 10 Hldgs %
51.69%
Holding
88
New
4
Increased
16
Reduced
25
Closed
3
Top Buys
| 1 |
PayPal
PYPL
|
$856M |
| 2 |
Snap
SNAP
|
$846M |
| 3 |
Illumina
ILMN
|
$699M |
| 4 |
Netflix
NFLX
|
$274M |
| 5 |
Visa
V
|
$269M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.56B |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$510M |
| 3 |
Intuitive Surgical
ISRG
|
$406M |
| 4 |
Amazon
AMZN
|
$370M |
| 5 |
Intuit
INTU
|
$359M |
Sector Composition
| 1 | Technology | 19.84% |
| 2 | Financials | 19.38% |
| 3 | Healthcare | 19.08% |
| 4 | Communication Services | 18.68% |
| 5 | Consumer Discretionary | 10.53% |
