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
$34.6B
AUM Growth
+$4.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$666M
2
+$298M
3
+$275M
4
LLY icon
Eli Lilly
LLY
+$149M
5
ISRG icon
Intuitive Surgical
ISRG
+$112M

Top Sells

1
+$1.12B
2
+$872M
3
+$203M
4
ASML icon
ASML
ASML
+$71.1M
5
DHR icon
Danaher
DHR
+$64.6M

Sector Composition

1 Technology 38.32%
2 Financials 17.97%
3 Healthcare 15.96%
4 Consumer Discretionary 14.17%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K ﹤0.01%
20,000
77
$209K ﹤0.01%
+5,549
78
$193K ﹤0.01%
50,000
79
$70K ﹤0.01%
2,500
80
– –
-2,857,317
81
– –
-16,666
82
– –
-24,500
83
– –
-50,000
84
– –
-100,000
1 2 3
4