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
$37.1B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$734M
2
+$566M
3
+$261M
4
UBER icon
Uber
UBER
+$185M
5
MSCI icon
MSCI
MSCI
+$173M

Top Sells

1
+$749M
2
+$437M
3
+$258M
4
NFLX icon
Netflix
NFLX
+$221M
5
NOW icon
ServiceNow
NOW
+$176M

Sector Composition

1 Technology 40.97%
2 Financials 19.08%
3 Healthcare 16.27%
4 Consumer Discretionary 10.32%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$163K ﹤0.01%
50,000
77
$135K ﹤0.01%
50,000
78
$106K ﹤0.01%
50,000
79
– –
-6,250
80
– –
-52,000
81
– –
-162,035
1 2 3
4