DP

DW Partners Portfolio holdings

AUM $62.3M
1-Year Est. Return 24.09%
This Quarter Est. Return
1 Year Est. Return
-24.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M

Top Sells

1 +$16.1M
2 +$5.55M
3 +$3.07M
4
TRMD icon
TORM
TRMD
+$2.37M

Sector Composition

1 Energy 80.2%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.9M 45.04%
1,729,000
2
$39M 35.16%
4,940,000
-301,000
3
$3.41M 3.08%
+65,000
4
-137,000
5
-1,445,000
6
-6,347