BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $584M
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.08M
3
+$1.49M
4
GLW icon
Corning
GLW
+$1.45M
5
ALX
Alexander's
ALX
+$1.34M

Top Sells

1
+$1.82M
2
+$988K
3
+$925K
4
FTAI icon
FTAI Aviation
FTAI
+$902K
5
MS icon
Morgan Stanley
MS
+$777K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$358K 0.07%
8,919
-107
227
$356K 0.07%
11,550
+362
228
$355K 0.07%
3,593
+13
229
$355K 0.07%
10,119
-145
230
$355K 0.07%
4,994
+81
231
$354K 0.07%
2,785
+119
232
$353K 0.07%
1,295
+47
233
$351K 0.07%
1,633
-144
234
$343K 0.07%
1,084
+39
235
$343K 0.07%
3,440
+124
236
$342K 0.07%
22,616
+1,150
237
$340K 0.07%
22,991
+367
238
$339K 0.07%
2,597
+10
239
$336K 0.07%
2,790
+13
240
$334K 0.07%
1,169
+43
241
$333K 0.07%
5,189
-321
242
$328K 0.06%
24,049
+224
243
$326K 0.06%
3,918
+135
244
$324K 0.06%
22,627
+1,135
245
$323K 0.06%
3,073
-398
246
$322K 0.06%
7,174
+163
247
$322K 0.06%
4,260
248
$321K 0.06%
17,599
-7,493
249
$320K 0.06%
5,680
-46
250
$320K 0.06%
5,173
+180
8 9
10
11 12