BPCM

Beach Point Capital Management Portfolio holdings

AUM $215M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.13M
3
+$75.7K

Top Sells

1
+$4.59M
2
+$1.61M

Sector Composition

1 Financials 40.1%
2 Technology 29.33%
3 Healthcare 6.68%
4 Consumer Discretionary 5.37%
5 Real Estate 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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0
27
– –
0
28
– –
0
29
– –
0
30
– –
0
1
2