BIM
Beach Investment Management Portfolio holdings
AUM
$28.8M
This Quarter Return
+7.77%
1 Year Return
-11.57%
3 Year Return
+18.88%
5 Year Return
+40.65%
10 Year Return
–
AUM
$49.7M
AUM Growth
+$49.7M
(-9.6%)
Cap. Flow
-$7.57M
Cap. Flow
% of AUM
-15.25%
Top 10 Holdings %
Top 10 Hldgs %
54.11%
Holding
42
New
2
Increased
5
Reduced
6
Closed
7
Top Buys
| 1 |
CAFD
8point3 Energy Partners LP Class A shares
CAFD
|
$898K |
| 2 |
PepsiCo
PEP
|
$825K |
| 3 |
Amazon
AMZN
|
$644K |
| 4 |
PEGI
Pattern Energy Group Inc. Class A
PEGI
|
$488K |
| 5 |
Clearway Energy Class C
CWEN
|
$439K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.68M |
| 2 |
Apple
AAPL
|
$1.61M |
| 3 |
Affiliated Managers Group
AMG
|
$1.21M |
| 4 |
Danaher
DHR
|
$977K |
| 5 |
CVS Health
CVS
|
$908K |
Sector Composition
| 1 | Utilities | 21.48% |
| 2 | Healthcare | 20.43% |
| 3 | Energy | 14.97% |
| 4 | Financials | 8.49% |
| 5 | Industrials | 6.12% |
