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
$63.7M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.06M
3
+$861K
4
WMB icon
Williams Companies
WMB
+$821K
5
KMI icon
Kinder Morgan
KMI
+$794K

Top Sells

1
+$1.46M
2
+$1.43M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,330
52
– –
-13,880
53
– –
-6,370
1 2
3