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
$49.9B
AUM Growth
-$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$1.52B
3
+$454M
4
NVDA icon
NVIDIA
NVDA
+$263M
5
SNAP icon
Snap
SNAP
+$237M

Top Sells

1
+$3.12B
2
+$1.86B
3
+$894M
4
CME icon
CME Group
CME
+$267M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.2M

Sector Composition

1 Technology 27.74%
2 Healthcare 20.22%
3 Financials 16.54%
4 Communication Services 13.5%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K ﹤0.01%
2,200
77
$310K ﹤0.01%
2,262
-338
78
$257K ﹤0.01%
4,000
+1,000
79
$238K ﹤0.01%
3,080
80
$236K ﹤0.01%
2,241
81
$233K ﹤0.01%
777
82
$213K ﹤0.01%
666
83
$209K ﹤0.01%
+4,500
84
$9K ﹤0.01%
10,000
85
– –
-250
86
– –
-27,368
87
– –
-16,540,446
88
– –
-1,100
89
– –
-18,065
90
– –
-93,328
1 2 3
4