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
$60.9B
AUM Growth
+$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.01B
2
+$982M
3
+$715M
4
NFLX icon
Netflix
NFLX
+$291M
5
V icon
Visa
V
+$267M

Top Sells

1
+$6.26B
2
+$1.46B
3
+$488M
4
AMZN icon
Amazon
AMZN
+$380M
5
INTU icon
Intuit
INTU
+$344M

Sector Composition

1 Technology 19.84%
2 Financials 19.38%
3 Healthcare 19.08%
4 Communication Services 18.68%
5 Consumer Discretionary 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K ﹤0.01%
17,000
77
$360K ﹤0.01%
2,200
78
$322K ﹤0.01%
777
79
$258K ﹤0.01%
2,241
80
$240K ﹤0.01%
3,080
81
$231K ﹤0.01%
+666
82
$201K ﹤0.01%
+1,100
83
$157K ﹤0.01%
3,000
+2,000
84
$83K ﹤0.01%
250
85
$22K ﹤0.01%
10,000
86
– –
-14,583
87
– –
-4,500
88
– –
-25,000
1 2 3
4