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
$34.8B
AUM Growth
-$2.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$689M
2
+$654M
3
+$415M
4
ADBE icon
Adobe
ADBE
+$345M
5
LLY icon
Eli Lilly
LLY
+$242M

Top Sells

1
+$1.96B
2
+$1.33B
3
+$676M
4
BX icon
Blackstone
BX
+$284M
5
V icon
Visa
V
+$174M

Sector Composition

1 Technology 35.65%
2 Financials 19.62%
3 Healthcare 17.3%
4 Consumer Discretionary 11.43%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K ﹤0.01%
3,500
77
$256K ﹤0.01%
14,000
78
$231K ﹤0.01%
100,000
79
$211K ﹤0.01%
20,000
80
$185K ﹤0.01%
100,000
81
$149K ﹤0.01%
50,000
82
$131K ﹤0.01%
50,000
83
$74K ﹤0.01%
50,000
1 2 3
4