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
$27.5B
AUM Growth
+$2.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$565M
2
+$154M
3
+$48.4M
4
AMZN icon
Amazon
AMZN
+$45.6M
5
META icon
Meta Platforms (Facebook)
META
+$39.2M

Top Sells

1
+$522M
2
+$62.7M
3
+$814K
4
MAR icon
Marriott International
MAR
+$558K
5
CL icon
Colgate-Palmolive
CL
+$239K

Sector Composition

1 Financials 25.76%
2 Communication Services 18.14%
3 Healthcare 16.9%
4 Consumer Discretionary 16.76%
5 Technology 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.01B 7.31%
15,192,387
+365,072
2
$2B 7.26%
23,531,440
+536,320
3
$1.68B 6.1%
8,644,960
+201,946
4
$1.43B 5.2%
18,137,904
+414,390
5
$1.38B 5%
679,589
+17,104
6
$1.38B 5%
5,067,502
-230,943
7
$1.37B 4.97%
16,448,586
+396,410
8
$1.37B 4.96%
24,191,480
+587,100
9
$1.32B 4.78%
6,456,118
+110,924
10
$1.29B 4.67%
7,840,451
+215,439
11
$1.24B 4.48%
15,500,497
+388,901
12
$1.19B 4.32%
200,853,800
+4,946,000
13
$1.18B 4.27%
7,382,352
+183,177
14
$1.11B 4.01%
13,924,544
+1,943,607
15
$1.1B 4.01%
21,617,841
+169,689
16
$988M 3.59%
2,523,740
+55,566
17
$984M 3.57%
6,827,640
+154,127
18
$968M 3.51%
2,251,911
+45,315
19
$955M 3.47%
5,728,391
+144,282
20
$954M 3.46%
18,493,151
+439,429
21
$793M 2.88%
5,650,684
+144,389
22
$565M 2.05%
+2,319,412
23
$133M 0.48%
808,921
-784
24
$52.5M 0.19%
810,234
-3,692
25
$30.1M 0.11%
650,772
-3,000
1
2 3