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
$23B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$130M
3
+$102M
4
SCHW icon
Charles Schwab
SCHW
+$26.6M
5
V icon
Visa
V
+$25.2M

Top Sells

1
+$2.33B
2
+$89.9M
3
+$45.3M
4
EQIX icon
Equinix
EQIX
+$6.41M
5
PYPL icon
PayPal
PYPL
+$3.65M

Sector Composition

1 Financials 29.09%
2 Healthcare 17.22%
3 Communication Services 16.9%
4 Consumer Discretionary 15.48%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.63B 7.09%
14,278,360
+220,762
2
$1.42B 6.19%
24,337,160
+381,420
3
$1.3B 5.65%
7,359,978
+139,831
4
$1.22B 5.29%
17,126,807
+211,131
5
$1.22B 5.29%
699,851
+74,654
6
$1.2B 5.24%
11,533,492
+976,596
7
$1.2B 5.21%
22,733,160
+332,700
8
$1.13B 4.93%
15,394,964
-49,515
9
$1.13B 4.92%
5,320,918
+43,878
10
$1.08B 4.69%
7,373,599
-310,280
11
$1.06B 4.62%
20,643,460
+518,115
12
$1.04B 4.53%
6,139,940
+114,459
13
$918M 4%
6,435,643
+108,926
14
$916M 3.99%
189,431,960
+3,117,120
15
$911M 3.97%
14,564,909
+319,083
16
$844M 3.67%
6,937,794
-19,145,223
17
$838M 3.65%
1,848,630
-14,148
18
$785M 3.42%
17,386,222
+297,801
19
$736M 3.2%
3,638,503
+4,527
20
$735M 3.2%
4,491,525
+45,601
21
$712M 3.1%
5,306,635
+1,803,188
22
$592M 2.58%
3,082,139
-468,200
23
$162M 0.71%
824,691
-11,630
24
$61.6M 0.27%
815,986
-1,817
25
$28.1M 0.12%
664,916
-12,452
1
2 3 4