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EWP
Edmunds White Partners Portfolio holdings
AUM
$69.2M
1-Year Est. Return
56.3%
This Fund
S&P 500
This Quarter
Est. Return
+7.82%
1 Year Est. Return
+56.3%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$61.7M
AUM Growth
–
Cap. Flow
+$60M
Cap. Flow
% of AUM
97.26%
Top 10 Holdings %
Top 10 Hldgs %
56.52%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DS
Drive Shack Inc.
DS
|
+$5.64M |
| 2 |
Rithm Capital
RITM
|
+$4.97M |
| 3 |
HLSS
HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS)
HLSS
|
+$3.91M |
| 4 |
RAS
RAIT Financial Trust
RAS
|
+$3.29M |
| 5 |
Mueller Water Products
MWA
|
+$3.12M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 26.23% |
| 2 | Financials | 17.45% |
| 3 | Industrials | 12.91% |
| 4 | Technology | 10.32% |
| 5 | Consumer Discretionary | 9.79% |
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Edmunds White Partners's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Edmunds White Partners, which disclosed 53 positions worth $61.7M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is Drive Shack Inc.: 1,179,315 shares worth $5.59M.
By sector, the portfolio is most concentrated in Real Estate at 26% of assets, followed by Financials and Industrials.
- Edmunds White Partners's largest Q2 2013 buy was Drive Shack Inc.: 1,179,315 shares worth $5.59M.
- Edmunds White Partners's ten largest holdings make up 57% of its $61.7M portfolio in Q2 2013.
- Edmunds White Partners disclosed 53 positions in Q2 2013, its first 13F filing on record.
Based on Edmunds White Partners's 13F filing for Q2 2013, filed 12 Aug 2013.