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
$41.4B
AUM Growth
+$11.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$334M
2
+$212M
3
+$144M
4
AMT icon
American Tower
AMT
+$128M
5
ISRG icon
Intuitive Surgical
ISRG
+$125M

Top Sells

1
+$277M
2
+$29.5M
3
+$722K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$715K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$661K

Sector Composition

1 Communication Services 21.43%
2 Financials 20.39%
3 Technology 19.01%
4 Healthcare 12.89%
5 Real Estate 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.74B 6.62%
15,728,269
-1,591,766
2
$2.69B 6.5%
13,915,506
+743,780
3
$2.38B 5.75%
9,196,532
+494,533
4
$2.37B 5.73%
10,446,466
+1,471,387
5
$2.27B 5.48%
238,830,720
+7,165,320
6
$2.22B 5.35%
31,251,480
+1,709,260
7
$2.17B 5.25%
4,994,286
+187,356
8
$2.06B 4.97%
2,927,221
+137,894
9
$2.01B 4.86%
5,586,691
+588,485
10
$2.01B 4.86%
14,581,860
+742,120
11
$1.88B 4.53%
6,330,438
+356,929
12
$1.86B 4.5%
9,809,790
+658,257
13
$1.8B 4.36%
18,392,930
+994,552
14
$1.66B 4%
5,026,885
+269,646
15
$1.54B 3.72%
65,573,413
+3,783,120
16
$1.54B 3.71%
20,331,808
+1,106,298
17
$1.5B 3.63%
7,376,376
+401,896
18
$1.41B 3.41%
5,136,812
+358,509
19
$1.35B 3.26%
8,290,818
+441,054
20
$1.25B 3.02%
6,630,083
+359,619
21
$1.23B 2.97%
6,178,961
+332,940
22
$1.19B 2.88%
2,621,759
+137,558
23
$58.1M 0.14%
792,869
-427
24
$49.8M 0.12%
382,179
25
$46.6M 0.11%
510,636
-1,600
1
2 3 4