BPCM
Beach Point Capital Management Portfolio holdings
AUM
$235M
This Quarter Return
+17.84%
1 Year Return
+25.2%
3 Year Return
+51.02%
5 Year Return
+85%
10 Year Return
+15.3%
AUM
$235M
AUM Growth
+$235M
(-17%)
Cap. Flow
-$28.5M
Cap. Flow
% of AUM
-12.12%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
20
New
–
Increased
1
Reduced
5
Closed
–
Top Buys
| 1 |
CTEV
Claritev Corporation
CTEV
|
$1.33M |
Top Sells
| 1 |
Diebold Nixdorf
DBD
|
$17.6M |
| 2 |
American Express Global Business Travel
GBTG
|
$8.27M |
| 3 |
Velocity Financial
VEL
|
$3.54M |
| 4 |
RPT
Rithm Property Trust Inc.
RPT
|
$249K |
| 5 |
Finance of America Companies
FOA
|
$151K |
Sector Composition
| 1 | Financials | 46.52% |
| 2 | Technology | 37.05% |
| 3 | Healthcare | 11.47% |
| 4 | Real Estate | 2.89% |
| 5 | Consumer Discretionary | 2.07% |
