BI
Beecher Investors Portfolio holdings
AUM
$60.9M
1-Year Est. Return
0.18%
1 Year Est. Return
-0.18%
AUM
$60.9M
AUM Growth
-$8.26M
(-12%)
Holding
16
Top Sells
| 1 | +$7.36M | |
| 2 | +$1.84M | |
| 3 | +$1.48M | |
| 4 |
Papa John's
PZZA
|
+$1.2M |
| 5 |
Constellation Brands
STZ
|
+$1.15M |
Sector Composition
| 1 | Financials | 37.89% |
| 2 | Technology | 24.17% |
| 3 | Consumer Staples | 11.89% |
| 4 | Healthcare | 9.1% |
| 5 | Energy | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.03T
| $23.1M | 37.89% |
86,402
+27,000
|
|
||
2
Apple
AAPL
$3.96T
| $8.85M | 14.53% |
64,010
|
|
||
3
Microsoft
MSFT
$3.85T
| $5.87M | 9.64% |
25,196
|
|
||
4
UnitedHealth
UNH
$300B
| $5.54M | 9.1% |
10,965
-3,650
|
|
||
|
5
Constellation Brands
STZ
$22.9B
| $3.48M | 5.72% |
15,158
-5,000
|
|
||
6
Walmart
WMT
$803B
| $3.09M | 5.08% |
71,475
|
|
||
7
Imperial Oil
IMO
$44B
| $2.6M | 4.27% |
60,066
|
|
||
8
Exxon Mobil
XOM
$484B
| $2.59M | 4.25% |
29,650
|
|
||
9
Alphabet (Google) Class A
GOOGL
$3.41T
| $2.51M | 4.12% |
26,200
|
|
||
|
10
Alphabet (Google) Class C
GOOG
$3.42T
| $1.74M | 2.85% |
18,080
|
|
||
11
Nike
NKE
$92.4B
| $887K | 1.46% |
10,676
|
|
||
12
Philip Morris
PM
$225B
| $669K | 1.1% |
8,055
|
|
||
|
13
Berkshire Hathaway Class A
BRK.A
$1.03T
| – | – |
-18
|
|
||
14
Magna International
MGA
$13.8B
| – | – |
-26,910
|
|
||
|
15
Papa John's
PZZA
$1.6B
| – | – |
-14,320
|
|
||
16
Newmont
NEM
$88.7B
| – | – |
-8,112
|
|