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
$50.4B
AUM Growth
+$4.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$971M
3
+$193M
4
MSFT icon
Microsoft
MSFT
+$185M
5
NVDA icon
NVIDIA
NVDA
+$35M

Top Sells

1
+$1.66B
2
+$654M
3
+$586M
4
ALGN icon
Align Technology
ALGN
+$308M
5
V icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.34B 6.63%
14,278,871
-346,716
2
$3.11B 6.17%
62,173,253
-13,071,423
3
$2.97B 5.89%
13,576,157
-470,040
4
$2.65B 5.26%
203,084,840
+2,680,160
5
$2.6B 5.15%
9,522,291
-219,072
6
$2.59B 5.13%
9,479,031
-245,417
7
$2.57B 5.1%
7,140,809
-212,286
8
$2.47B 4.89%
4,613,620
-575,500
9
$2.37B 4.7%
6,240,576
-147,755
10
$2.29B 4.55%
8,621,374
-161,923
11
$2.27B 4.5%
4,541,736
-7,037
12
$2.14B 4.24%
9,530,389
-308,839
13
$2.12B 4.21%
2,974,924
+27,107
14
$2.12B 4.2%
14,989,871
-363,113
15
$2.12B 4.19%
9,511,690
+832,051
16
$2.1B 4.17%
12,903,260
-321,300
17
$1.86B 3.69%
5,655,044
+586,258
18
$1.86B 3.68%
9,429,853
+4,928,195
19
$1.75B 3.46%
19,445,167
-1,050,691
20
$1.66B 3.29%
9,124,955
-463,379
21
$1.63B 3.23%
3,009,576
-73,447
22
$1.56B 3.08%
+56,070,000
23
$66.8M 0.13%
781,638
24
$56.9M 0.11%
429,088
-13,902
25
$54M 0.11%
369,642
+21
1
2 3 4