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
251
$423K 0.07%
+866
252
$422K 0.07%
20,238
+9,970
253
$421K 0.07%
+4,739
254
$414K 0.07%
15,605
+7,811
255
$413K 0.07%
6,347
+2,701
256
$411K 0.07%
+1,846
257
$411K 0.07%
5,640
+2,572
258
$409K 0.07%
21,095
+260
259
$401K 0.07%
+309
260
$399K 0.07%
27,216
+13,592
261
$398K 0.07%
4,609
+372
262
$397K 0.07%
+9,996
263
$391K 0.06%
+11,652
264
$377K 0.06%
13,677
+1,718
265
$375K 0.06%
+4,772
266
$374K 0.06%
+1,743
267
$369K 0.06%
+2,777
268
$364K 0.06%
+5,793
269
$362K 0.06%
47,226
+23,051
270
$362K 0.06%
+12,002
271
$362K 0.06%
1,515
+481
272
$357K 0.06%
+24,746
273
$355K 0.06%
1,554
+25
274
$351K 0.06%
2,103
+405
275
$346K 0.06%
7,577
+1,602
9 10
11
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