Edgewood Management

Edgewood Management Portfolio holdings

AUM $31.5B
1-Year Est. Return 19.46%
This Quarter Est. Return
1 Year Est. Return
+19.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$640M
2
+$126M
3
+$90M
4
BFH icon
Bread Financial
BFH
+$13M
5
CMG icon
Chipotle Mexican Grill
CMG
+$540K

Top Sells

1
+$597M
2
+$234M
3
+$20.1M
4
CELG
Celgene Corp
CELG
+$18.9M
5
AMT icon
American Tower
AMT
+$13.1M

Sector Composition

1 Financials 24.38%
2 Healthcare 18.55%
3 Communication Services 18%
4 Consumer Discretionary 16.22%
5 Real Estate 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$941M 6.9%
26,309,840
-216,760
2
$916M 6.72%
9,284,341
-191,311
3
$850M 6.24%
11,464,762
-109,695
4
$695M 5.1%
6,117,618
-115,468
5
$683M 5.01%
5,000,268
-40,089
6
$661M 4.84%
529,128
-4,623
7
$646M 4.74%
1,666,632
-14,971
8
$640M 4.7%
+5,969,991
9
$630M 4.62%
10,997,797
-104,086
10
$626M 4.59%
17,808,500
+8,620
11
$623M 4.57%
5,449,541
-43,139
12
$606M 4.45%
10,985,710
+2,279,790
13
$534M 3.92%
5,482,310
+923,942
14
$529M 3.88%
14,501,590
-125,834
15
$525M 3.85%
11,529,282
-114,349
16
$523M 3.84%
4,523,453
-37,921
17
$495M 3.63%
3,165,706
+83,385
18
$486M 3.56%
5,824,862
-46,077
19
$424M 3.11%
15,686,381
-741,378
20
$423M 3.1%
5,755,464
-46,629
21
$375M 2.75%
3,162,766
-26,058
22
$269M 1.97%
10,631,231
-9,250,377
23
$255M 1.87%
7,359,300
-226,640
24
$127M 0.93%
864,647
-682
25
$60.9M 0.45%
831,383
-2,896
1
2 3 4