EDGEWOOD MANAGEMENT LLC Information

535 MADISON AVENUE, NEW YORK, New York, 10022, (212) 652-9100

Report Date: 03/31/2014

Position Statistics

Total Positions 88
New Positions 5
Increased Positions 36
Decreased Positions 21
Positions with Activity 57
Sold Out Positions 5
Total Mkt Value (in $ millions) 10,312

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.64%
Capital Goods 1.12%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 3.42%
Energy 7.55%
Financial 16.68%
Healthcare 25.84%
Services 13.63%
Technology 29.11%
Transportation
Utilities 0.01%

88 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 791,797 2,599 .33 8,863,729
CELGENE CORP COM 720,921 40,424 5.94 8,319,156
ALLERGAN INC COM 671,288 123,603 22.57 3,938,793
VISA INC COM CL A 564,927 32,309 6.07 2,553,228
AMERICAN TOWER CORP NEW COM 519,119 17,603 3.51 5,589,140
ILLUMINA INC COM 514,816 -165,540 (24.33) 2,919,950
COGNIZANT TECHNOLOGY SOLUTIONS CL A 482,511 30,418 6.73 9,560,354
VIACOM INC NEW CL B 474,767 62,848 15.26 5,450,830
SCHWAB CHARLES CORP NEW COM 460,951 460,481 97,937.49 16,719,313
IHS INC CL A 454,395 27,854 6.53 3,416,249
APPLE INC COM 444,656 28,437 6.83 4,694,424
PRICE T ROWE GROUP INC COM 444,383 27,953 6.71 5,421,286
INTUITIVE SURGICAL INC COM NEW 440,982 25,338 6.10 1,124,495
AMAZON COM INC COM 399,220 24,821 6.63 1,106,363
QUALCOMM INC COM 380,872 153,945 67.84 4,671,561
GOOGLE INC CL A 328,941 19,079 6.16 544,992
GOOGLE INC CL C 324,129 18,800 6.16 544,992
FMC TECHNOLOGIES INC COM 309,250 13,178 4.45 5,044,859
ECOLAB INC COM 280,982 18,933 7.23 2,554,849
EQUINIX INC COM NEW 274,933 21,597 8.53 1,289,615


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