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
$31.2B
AUM Growth
+$3.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$735M
2
+$729M
3
+$339M
4
MSFT icon
Microsoft
MSFT
+$180M
5
LULU icon
lululemon athletica
LULU
+$159M

Top Sells

1
+$935M
2
+$849M
3
+$776M
4
ILMN icon
Illumina
ILMN
+$241M
5
NKE icon
Nike
NKE
+$188M

Sector Composition

1 Technology 33.05%
2 Healthcare 19.71%
3 Financials 15.46%
4 Consumer Discretionary 15.12%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.27B 7.26%
81,652,610
-33,662,110
2
$2.16B 6.92%
9,589,433
-285,417
3
$1.74B 5.57%
5,036,398
-107,348
4
$1.68B 5.38%
3,768,106
-56,963
5
$1.66B 5.3%
2,431,802
-14,478
6
$1.58B 5.07%
5,487,212
+623,615
7
$1.56B 5%
3,358,701
-12,697
8
$1.55B 4.96%
6,065,600
-577,317
9
$1.53B 4.89%
3,965,355
-80,969
10
$1.52B 4.88%
44,622,750
-1,265,450
11
$1.5B 4.79%
6,074,177
-160,400
12
$1.43B 4.58%
6,395,968
-195,107
13
$1.36B 4.36%
11,100,874
-1,536,555
14
$1.34B 4.3%
15,282,694
+3,857,837
15
$1.31B 4.18%
3,787,801
-115,015
16
$1.27B 4.05%
5,596,290
-1,063,474
17
$1.18B 3.77%
5,756,883
+410,885
18
$1.13B 3.62%
3,383,436
-25,709
19
$1.1B 3.51%
3,007,729
+435,383
20
$735M 2.35%
+5,904,396
21
$729M 2.33%
+2,121,390
22
$621M 1.99%
16,172,812
+293,321
23
$57.1M 0.18%
759,885
24
$40.9M 0.13%
248,154
-5,238
25
$28.5M 0.09%
324,538
-598
1
2 3 4