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
$66.9M
AUM Growth
-$991K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.35M
3
+$1.16M
4
XIFR
XPLR Infrastructure LP
XIFR
+$879K
5
UBS icon
UBS Group
UBS
+$863K

Top Sells

1
+$1.79M
2
+$1.26M
3
+$1.22M
4
LMT icon
Lockheed Martin
LMT
+$1.04M
5
UAL icon
United Airlines
UAL
+$968K

Sector Composition

1 Energy 25%
2 Healthcare 18.85%
3 Financials 15.54%
4 Industrials 8.38%
5 Real Estate 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,900
52
– –
-6,820
53
– –
-23,640
54
– –
-5,110
55
– –
-10,080
56
– –
-7,000
1 2
3