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
276
$341K 0.06%
1,697
-6,001
277
$337K 0.06%
2,648
278
$330K 0.05%
+10,712
279
$323K 0.05%
+2,079
280
$317K 0.05%
+575
281
$315K 0.05%
2,529
+5
282
$306K 0.05%
14,657
-823
283
$300K 0.05%
+970
284
$292K 0.05%
45,394
+22,506
285
$287K 0.05%
+8,352
286
$281K 0.05%
981
+33
287
$275K 0.05%
+6,678
288
$273K 0.04%
962
+90
289
$271K 0.04%
+795
290
$266K 0.04%
982
+31
291
$266K 0.04%
14,600
292
$263K 0.04%
+4,920
293
$257K 0.04%
2,347
-614
294
$245K 0.04%
+7,430
295
$237K 0.04%
11,000
296
$236K 0.04%
+3,864
297
$235K 0.04%
+3,468
298
$233K 0.04%
+16,600
299
$232K 0.04%
+7,000
300
$228K 0.04%
+5,280
10 11
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