BIM
Beach Investment Management Portfolio holdings
AUM
$28.8M
This Quarter Return
+7.55%
1 Year Return
-11.57%
3 Year Return
+18.88%
5 Year Return
+40.65%
10 Year Return
–
AUM
$63.7M
AUM Growth
+$63.7M
(+8.9%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
46.04%
Holding
54
New
9
Increased
7
Reduced
6
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$1.58M |
| 2 |
Enbridge
ENB
|
$1.06M |
| 3 |
Delta Air Lines
DAL
|
$861K |
| 4 |
Williams Companies
WMB
|
$821K |
| 5 |
Kinder Morgan
KMI
|
$794K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$1.46M |
| 2 |
CAFD
8point3 Energy Partners LP Class A shares
CAFD
|
$1.43M |
| 3 |
GE Aerospace
GE
|
$904K |
| 4 |
SEP
Spectra Engy Parters Lp
SEP
|
$657K |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
$570K |
Sector Composition
| 1 | Energy | 20.27% |
| 2 | Financials | 19.63% |
| 3 | Utilities | 15.71% |
| 4 | Healthcare | 11.59% |
| 5 | Communication Services | 5.86% |