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
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1%
+16,840
27
$2.26M 0.99%
+57,433
28
$2.25M 0.98%
+8,525
29
$2.25M 0.98%
+6,887
30
$2.16M 0.94%
+21,695
31
$2.08M 0.91%
+24,999
32
$2.03M 0.89%
+44,467
33
$1.94M 0.85%
+12,996
34
$1.93M 0.84%
+20,598
35
$1.92M 0.84%
+16,632
36
$1.9M 0.83%
+7,121
37
$1.9M 0.83%
+7,371
38
$1.89M 0.83%
+10,457
39
$1.83M 0.8%
+16,213
40
$1.82M 0.8%
+124,790
41
$1.76M 0.77%
+7,146
42
$1.74M 0.76%
+8,106
43
$1.73M 0.75%
+28,157
44
$1.72M 0.75%
+36,429
45
$1.67M 0.73%
+10,659
46
$1.61M 0.7%
+20,265
47
$1.56M 0.68%
+4,485
48
$1.53M 0.67%
+47,442
49
$1.52M 0.66%
+64,244
50
$1.49M 0.65%
+2,899
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