BHPW
Beverly Hills Private Wealth Portfolio holdings
AUM
$533M
1-Year Return
19.62%
This Quarter Return
+11.21%
1 Year Return
+19.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
–
Cap. Flow
+$229M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.09%
Holding
234
New
234
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11.2M |
| 2 |
Microsoft
MSFT
|
$7.93M |
| 3 |
Chevron
CVX
|
$5.17M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$4.7M |
| 5 |
Texas Instruments
TXN
|
$4.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.49% |
| 2 | Financials | 14.23% |
| 3 | Healthcare | 11.89% |
| 4 | Industrials | 9.1% |
| 5 | Consumer Staples | 8.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
YPF
YPF
$12.1B
| $113K | 0.05% |
+12,250
| New | +$113K |
|
227
Gerdau
GGB
$6.15B
| $105K | 0.05% |
+23,784
| New | +$105K |
|
228
FTAI Infrastructure
FIP
$476M
| $102K | 0.04% |
+34,496
| New | +$102K |
|
229
Copel
ELP
$6.65B
| $101K | 0.04% |
+17,515
| New | +$101K |
|
230
Eletrobras Common Shares
EBR
$18.6B
| $100K | 0.04% |
+12,656
| New | +$100K |
|
231
Banco Bilbao Vizcaya Argentaria
BBVA
$106B
| $97.3K | 0.04% |
+16,194
| New | +$97.3K |
|
232
Diana Shipping
DSX
$190M
| $79.1K | 0.03% |
+25,410
| New | +$79.1K |
|
233
PureCycle Technologies
PCT
$2.37B
| $77.7K | 0.03% |
+11,500
| New | +$77.7K |
|
234
Compugen
CGEN
$132M
| $7.16K | ﹤0.01% |
+10,000
| New | +$7.16K |
|