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
$31.2B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$715M
2
+$674M
3
+$341M
4
MSFT icon
Microsoft
MSFT
+$159M
5
LULU icon
lululemon athletica
LULU
+$136M

Top Sells

1
+$794M
2
+$733M
3
+$729M
4
ILMN icon
Illumina
ILMN
+$218M
5
NKE icon
Nike
NKE
+$189M

Sector Composition

1 Technology 33.05%
2 Healthcare 19.71%
3 Financials 15.46%
4 Consumer Discretionary 15.12%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K ﹤0.01%
14,000
77
$255K ﹤0.01%
100,000
78
$229K ﹤0.01%
777
79
$207K ﹤0.01%
1,000
-824
80
$167K ﹤0.01%
100,000
81
$130K ﹤0.01%
+50,000
82
$48K ﹤0.01%
4,000
83
$1.8K ﹤0.01%
10,000
84
– –
-3,684
85
– –
-666
86
– –
-1,600
1 2 3
4