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
$33.9B
AUM Growth
-$16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$669M
2
+$666M
3
+$266M
4
EL icon
Estee Lauder
EL
+$181M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$62.5M

Top Sells

1
+$855M
2
+$748M
3
+$742M
4
CME icon
CME Group
CME
+$482M
5
DHR icon
Danaher
DHR
+$207M

Sector Composition

1 Technology 31.43%
2 Financials 18.94%
3 Healthcare 17.86%
4 Consumer Discretionary 11.97%
5 Communication Services 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K ﹤0.01%
4,000
77
$162K ﹤0.01%
+12,087
78
– –
-42,953
79
– –
-666
80
– –
-20,000
81
– –
-3,080
82
– –
-2,262
83
– –
-3,500
84
– –
-35,000
85
– –
-4,500
86
– –
-2,000
87
– –
-10,000
88
– –
-2,241
1 2 3
4