
Edgewood Management Portfolio holdings
AUM
$31.5B
This Quarter Return
+15.87%
1 Year Return
+19.46%
3 Year Return
+128.01%
5 Year Return
+144.65%
10 Year Return
+626.11%
AUM
$50.4B
AUM Growth
+$50.4B
(+11%)
Cap. Flow
-$1.13B
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
53.46%
Holding
82
New
4
Increased
12
Reduced
28
Closed
1
Top Buys
1 |
Chipotle Mexican Grill
CMG
|
$1.56B |
2 |
Danaher
DHR
|
$971M |
3 |
S&P Global
SPGI
|
$193M |
4 |
Microsoft
MSFT
|
$185M |
5 |
NVIDIA
NVDA
|
$35M |
Top Sells
1 |
Alphabet (Google) Class A
GOOGL
|
$1.66B |
2 |
Snap
SNAP
|
$654M |
3 |
Ecolab
ECL
|
$586M |
4 |
Align Technology
ALGN
|
$308M |
5 |
Visa
V
|
$103M |
Sector Composition
1 | Financials | 19.51% |
2 | Healthcare | 18.92% |
3 | Technology | 18.77% |
4 | Communication Services | 18.01% |
5 | Consumer Discretionary | 11.45% |