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
$28.7B
AUM Growth
-$6.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$942M
2
+$610M
3
+$543M
4
TTD icon
Trade Desk
TTD
+$474M
5
TDG icon
TransDigm Group
TDG
+$453M

Top Sells

1
+$1.88B
2
+$1.29B
3
+$778M
4
NFLX icon
Netflix
NFLX
+$538M
5
ADBE icon
Adobe
ADBE
+$484M

Sector Composition

1 Technology 35.48%
2 Financials 21.2%
3 Healthcare 15.05%
4 Communication Services 12.21%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K ﹤0.01%
14,000
77
$274K ﹤0.01%
3,500
78
$215K ﹤0.01%
20,000
79
$169K ﹤0.01%
100,000
80
$146K ﹤0.01%
100,000
81
$136K ﹤0.01%
50,000
82
$135K ﹤0.01%
+10,000
83
$107K ﹤0.01%
50,000
84
$48.6K ﹤0.01%
50,000
85
– –
-15,721
86
– –
-14,300
87
– –
-989
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4