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
$33B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$402M
2
+$301M
3
+$108M
4
V icon
Visa
V
+$82.2M
5
LULU icon
lululemon athletica
LULU
+$52.3M

Top Sells

1
+$883M
2
+$621M
3
+$353M
4
CMG icon
Chipotle Mexican Grill
CMG
+$261M
5
ADBE icon
Adobe
ADBE
+$169M

Sector Composition

1 Technology 34.23%
2 Healthcare 19.3%
3 Financials 15.88%
4 Consumer Discretionary 15.8%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K ﹤0.01%
777
77
$240K ﹤0.01%
2,500
-2,500
78
$231K ﹤0.01%
100,000
79
$153K ﹤0.01%
50,000
80
$114K ﹤0.01%
100,000
81
$60.2K ﹤0.01%
+16,667
82
$21.8K ﹤0.01%
4,000
83
– –
-16,172,812
84
– –
-23,000
85
– –
-10,000
1 2 3
4