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
$59.6B
AUM Growth
+$461M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.88B
2
+$286M
3
+$224M
4
DHR icon
Danaher
DHR
+$3.12M
5
SNAP icon
Snap
SNAP
+$3.05M

Top Sells

1
+$11.5B
2
+$340M
3
+$27.2M
4
META icon
Meta Platforms (Facebook)
META
+$16.7M
5
V icon
Visa
V
+$11.4M

Sector Composition

1 Communication Services 20.87%
2 Technology 19.91%
3 Healthcare 18.74%
4 Financials 18.24%
5 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.08B 6.85%
55,275,665
+41,244
2
$3.51B 5.89%
15,752,119
-51,264
3
$3.43B 5.75%
165,475,230
-554,087,970
4
$3.12B 5.24%
12,000,314
+8,304
5
$2.98B 5%
4,476,603
+3,502
6
$2.96B 4.97%
5,489,738
-630,943
7
$2.85B 4.79%
8,406,612
-49,072
8
$2.83B 4.74%
25,585,659
+17,062,368
9
$2.8B 4.7%
7,099,065
+725,036
10
$2.79B 4.68%
4,837,958
-47,258
11
$2.68B 4.5%
4,390,416
+2,318
12
$2.64B 4.42%
9,347,537
+5,621
13
$2.51B 4.21%
9,297,392
+11,574
14
$2.49B 4.17%
9,365,502
+5,347
15
$2.36B 3.97%
5,562,413
+4,464
16
$2.36B 3.96%
15,025,342
+1,428,188
17
$2.32B 3.9%
63,916,200
+49,950
18
$2.14B 3.59%
14,730,652
+12,725
19
$2.08B 3.49%
12,661,280
+3,840
20
$2.04B 3.43%
6,815,363
+6,248
21
$2.01B 3.37%
2,541,426
+1,802
22
$1.86B 3.12%
9,625,222
+6,822
23
$458M 0.77%
3,928,878
+5,817
24
$57.7M 0.1%
763,607
-300
25
$51.8M 0.09%
352,920
-2,221
1
2 3 4