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
$67.9M
AUM Growth
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.61M
3
+$1.39M
4
NEE icon
NextEra Energy
NEE
+$1.32M
5
MA icon
Mastercard
MA
+$1.02M

Top Sells

1
+$1.57M
2
+$1.46M
3
+$1.45M
4
BAC icon
Bank of America
BAC
+$1.34M
5
MSFT icon
Microsoft
MSFT
+$1.22M

Sector Composition

1 Energy 24.26%
2 Healthcare 16.62%
3 Industrials 14.75%
4 Financials 12.42%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-12,220
52
– –
-10,310
53
– –
-37,840
1 2
3