BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $566M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10M
3
+$5.74M
4
TXN icon
Texas Instruments
TXN
+$5.65M
5
LOW icon
Lowe's Companies
LOW
+$5.37M

Top Sells

1
+$1.27M
2
+$1.21M
3
+$458K
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$334K
5
HMN icon
Horace Mann Educators
HMN
+$302K

Sector Composition

1 Technology 23.6%
2 Financials 14.09%
3 Healthcare 11.36%
4 Industrials 9.39%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$518K 0.09%
6,292
+2,870
227
$510K 0.08%
+8,878
228
$507K 0.08%
4,430
+261
229
$497K 0.08%
6,396
+3,217
230
$497K 0.08%
22,713
+11,283
231
$494K 0.08%
24,793
+10,139
232
$489K 0.08%
+31,314
233
$487K 0.08%
17,700
234
$485K 0.08%
5,940
+2,965
235
$481K 0.08%
13,692
+2,827
236
$477K 0.08%
13,706
+6,936
237
$474K 0.08%
8,186
-440
238
$474K 0.08%
+8,273
239
$473K 0.08%
+22,972
240
$469K 0.08%
+4,238
241
$468K 0.08%
847
-45
242
$462K 0.08%
1,975
+60
243
$461K 0.08%
+6,534
244
$454K 0.07%
838
+68
245
$454K 0.07%
+11,250
246
$451K 0.07%
25,602
+12,665
247
$437K 0.07%
+4,532
248
$437K 0.07%
57,364
+28,367
249
$431K 0.07%
+3,924
250
$428K 0.07%
+7,218
8 9
10
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