BIM

Beach Investment Management Portfolio holdings

AUM $28.8M
1-Year Est. Return 11.57%
This Quarter Est. Return
1 Year Est. Return
-11.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$936K
3
+$875K
4
MAR icon
Marriott International
MAR
+$651K
5
BX icon
Blackstone
BX
+$642K

Top Sells

1
+$2.75M
2
+$2.07M
3
+$1.37M
4
NRF
NorthStar Realty Finance Corp.
NRF
+$1.37M
5
HD icon
Home Depot
HD
+$1.26M

Sector Composition

1 Energy 26.39%
2 Industrials 19.44%
3 Financials 17.53%
4 Healthcare 7.06%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,200
52
– –
-15,930
53
– –
-10,700
54
– –
-25,440
1 2
3