EDGEWOOD MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 85
New Positions 2
Increased Positions 16
Decreased Positions 44
Positions with Activity 60
Sold Out Positions 4
Total Mkt Value (in $ millions) 10,122

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

Sector Weighting

Basic Materials 2.44%
Capital Goods 1.15%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 3.54%
Energy 6.92%
Financial 18.12%
Healthcare 22.74%
Services 13.12%
Technology 31.96%
Transportation
Utilities 0.01%

85 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 837,088 -102,112 (10.87) 7,900,042
CELGENE CORP COM 743,896 -36,857 (4.72) 7,926,431
ILLUMINA INC COM 564,690 61,699 12.27 3,278,125
VISA INC COM CL A 519,927 -32,209 (5.83) 2,404,286
COGNIZANT TECHNOLOGY SOLUTIONS CL A 511,405 81,189 18.87 11,364,561
SCHWAB CHARLES CORP NEW COM 490,995 -16,770 (3.3) 16,167,122
AMERICAN TOWER CORP NEW COM 470,335 -61,528 (11.57) 4,942,568
APPLE INC COM 455,749 -18,200 (3.84) 4,514,154
AMAZON COM INC COM 453,694 87,134 23.77 1,369,352
ALLERGAN INC COM 451,194 -211,350 (31.9) 2,682,326
IHS INC CL A 417,490 -25,870 (5.84) 3,216,909
PRICE T ROWE GROUP INC COM 416,428 -17,655 (4.07) 5,200,797
EQUINIX INC COM NEW 393,736 113,270 40.39 1,810,446
VIACOM INC NEW CL B 391,865 -48,943 (11.1) 4,845,620
ALLIANCE DATA SYSTEMS CORP COM 370,092 181,956 96.72 1,502,911
STRATASYS LTD SHS 345,771 42,006 13.83 2,742,911
QUALCOMM INC COM 337,330 -15,513 (4.4) 4,466,170
GOOGLE INC CL A 313,784 -16,154 (4.9) 518,309
GOOGLE INC CL C 310,294 -14,565 (4.48) 520,557
ECOLAB INC COM 290,088 -11,563 (3.83) 2,456,913


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