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
$68.4M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.09M
3
+$1.29M
4
KO icon
Coca-Cola
KO
+$1.04M
5
CELG
Celgene Corp
CELG
+$906K

Top Sells

1
+$1.36M
2
+$1.33M
3
+$1.26M
4
MET icon
MetLife
MET
+$1.22M
5
QCOM icon
Qualcomm
QCOM
+$1.07M

Sector Composition

1 Energy 28.57%
2 Financials 14.11%
3 Industrials 11.12%
4 Healthcare 10.7%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,000
52
– –
-13,480
53
– –
-9,300
54
– –
-11,380
55
– –
-65,390
56
– –
-86,310
1 2
3