We are live on ! Find out more
EP

Edinburgh Partners Portfolio holdings

AUM $218M
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
-4.33%
1 Year Est. Return
+16.09%
3 Year Est. Return
+39.22%
5 Year Est. Return
+101.07%
10 Year Est. Return
AUM
$218M
AUM Growth
-$160M
Cap. Flow
-$152M
Cap. Flow %
-69.65%
Top 10 Hldgs %
99.8%
Holding
23
New
7
Increased
1
Reduced
2
Closed
4

Top Buys

Rank Stock Value
1
SYF icon
Synchrony
SYF
+$36.3M
2
VZ icon
Verizon
VZ
+$33.1M
3
APA icon
APA Corp
APA
+$706K
4
PANW icon
Palo Alto Networks
PANW
+$98.9K
5
QRVO icon
Qorvo
QRVO
+$56.2K

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$190M
2
WHR icon
Whirlpool
WHR
+$26.9M
3
CSCO icon
Cisco
CSCO
+$25.4M
4
RVTY icon
Revvity
RVTY
+$2.43M
5
BAP icon
Credicorp
BAP
+$1.27M

Sector Composition

Rank Sector Weight
1 Financials 34.12%
2 Healthcare 25.03%
3 Communication Services 14.8%
4 Energy 14.07%
5 Industrials 0.71%

No holdings matched the selected filter criteria.

Similar funds

Edinburgh Partners's Q1 2018 Portfolio in Review

As of Q1 2018, Edinburgh Partners held 23 positions worth $218M, down 42% from $379M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Edinburgh Partners withdrew a net $152M in Q1 2018, closing 4 positions and reducing 2 holdings. Its most notable exit was Baidu, an estimated $190M position sold in full.

By sector, the portfolio is most concentrated in Financials at 34% of assets, up from 10% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Edinburgh Partners opened a new position in Synchrony worth $32.8M.

  • Edinburgh Partners's largest Q1 2018 buy was Synchrony: 979,036 shares worth $32.8M.
  • Edinburgh Partners added most to APA Corp in Q1 2018, an estimated $706K increase.
  • Edinburgh Partners's biggest Q1 2018 reduction was Revvity, cutting an estimated $2.43M.
  • Edinburgh Partners fully exited Baidu in Q1 2018, selling an estimated $190M.
  • Edinburgh Partners's ten largest holdings make up 100% of its $218M portfolio in Q1 2018.
  • Edinburgh Partners opened 7 new positions and closed 4 in Q1 2018.
  • Edinburgh Partners's portfolio value fell 42% quarter-over-quarter to $218M.

Based on Edinburgh Partners's 13F filing for Q1 2018, filed 10 May 2018.