BIM
Beach Investment Management Portfolio holdings
AUM
$28.8M
This Quarter Return
+10%
1 Year Return
-11.57%
3 Year Return
+18.88%
5 Year Return
+40.65%
10 Year Return
–
AUM
$56.9M
AUM Growth
+$56.9M
(+18%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
12.25%
Top 10 Holdings %
Top 10 Hldgs %
46.75%
Holding
52
New
10
Increased
8
Reduced
13
Closed
7
Top Buys
| 1 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$2.74M |
| 2 |
PEGI
Pattern Energy Group Inc. Class A
PEGI
|
$2.09M |
| 3 |
AGN
Allergan plc
AGN
|
$1.54M |
| 4 |
General Motors
GM
|
$1.04M |
| 5 |
Southwest Airlines
LUV
|
$904K |
Top Sells
| 1 |
CVS Health
CVS
|
$1.09M |
| 2 |
DCP
DCP Midstream, LP
DCP
|
$747K |
| 3 |
Advance Auto Parts
AAP
|
$709K |
| 4 |
JPMorgan Chase
JPM
|
$646K |
| 5 |
Kinder Morgan
KMI
|
$645K |
Sector Composition
| 1 | Healthcare | 17.99% |
| 2 | Utilities | 15.34% |
| 3 | Energy | 14.08% |
| 4 | Industrials | 12.91% |
| 5 | Financials | 8.08% |
