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
$48M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.39M
3
+$1.22M
4
XIFR
XPLR Infrastructure LP
XIFR
+$794K
5
SRE icon
Sempra
SRE
+$794K

Top Sells

1
+$3.4M
2
+$1.57M
3
+$1.3M
4
JPM icon
JPMorgan Chase
JPM
+$1.3M
5
CELG
Celgene Corp
CELG
+$1.16M

Sector Composition

1 Energy 21.95%
2 Healthcare 17.36%
3 Industrials 14.41%
4 Financials 12.93%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,950
52
– –
-5,940
53
– –
-26,559
54
– –
-28,675
55
– –
-6,740
56
– –
-10,040
1 2
3