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
$31.5B
AUM Growth
+$2.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.57B
2
+$747M
3
+$613M
4
SPOT icon
Spotify
SPOT
+$121M
5
SHOP icon
Shopify
SHOP
+$105M

Top Sells

1
+$1.13B
2
+$771M
3
+$568M
4
NVDA icon
NVIDIA
NVDA
+$494M
5
LULU icon
lululemon athletica
LULU
+$239M

Sector Composition

1 Technology 41.02%
2 Financials 18.55%
3 Healthcare 15.03%
4 Communication Services 13.95%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K ﹤0.01%
14,000
77
$229K ﹤0.01%
20,000
78
$214K ﹤0.01%
100,000
79
$190K ﹤0.01%
100,000
80
$146K ﹤0.01%
24,060
81
$134K ﹤0.01%
50,000
82
$104K ﹤0.01%
50,000
83
$54.5K ﹤0.01%
50,000
84
– –
-4,600
85
– –
-15,000
86
– –
-843,241
87
– –
-53,000
1 2 3
4