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
301
$245K 0.05%
64,072
-1,087
302
$243K 0.05%
4,002
+308
303
$242K 0.05%
1,373
+11
304
$242K 0.05%
1,783
305
$241K 0.05%
15,718
+52
306
$240K 0.05%
+3,896
307
$238K 0.05%
15,000
308
$238K 0.05%
5,942
+138
309
$235K 0.05%
3,897
+135
310
$234K 0.05%
2,667
+64
311
$234K 0.05%
4,700
312
$233K 0.05%
27,123
+338
313
$233K 0.05%
778
314
$230K 0.05%
5,648
-52
315
$228K 0.05%
+27,849
316
$228K 0.05%
2,828
+126
317
$227K 0.04%
8,327
+250
318
$225K 0.04%
+2,508
319
$225K 0.04%
7,852
+421
320
$225K 0.04%
14,536
+290
321
$221K 0.04%
+858
322
$218K 0.04%
2,670
+1
323
$216K 0.04%
+36,877
324
$213K 0.04%
10,320
325
$209K 0.04%
10,434
+119
10 11 12
13
14