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
26
$5.33M 0.88%
24,703
+12,334
27
$5.26M 0.87%
150,332
+62,835
28
$5.16M 0.85%
36,980
+4,896
29
$5.16M 0.85%
34,925
+16,948
30
$5.11M 0.84%
16,368
+8,079
31
$5.06M 0.83%
29,763
+14,990
32
$5.04M 0.83%
17,559
+5,595
33
$5.01M 0.82%
17,963
+9,125
34
$4.84M 0.8%
45,037
+27,318
35
$4.75M 0.78%
90,060
+42,096
36
$4.63M 0.76%
66,935
+33,362
37
$4.42M 0.73%
135,644
+62,282
38
$4.41M 0.72%
11,258
+5,726
39
$4.39M 0.72%
35,951
+17,172
40
$4.34M 0.71%
49,755
+25,234
41
$4.34M 0.71%
154,780
+78,108
42
$4.31M 0.71%
34,070
+10,105
43
$4.27M 0.7%
8
44
$4.26M 0.7%
23,057
+10,656
45
$4.03M 0.66%
47,213
+23,773
46
$4M 0.66%
38,528
+18,648
47
$3.88M 0.64%
88,202
+42,916
48
$3.88M 0.64%
20,450
+10,436
49
$3.84M 0.63%
28,954
+13,861
50
$3.76M 0.62%
16,732
+8,388
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