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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

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
26
$4.33M 0.86%
98,695
+28,609
27
$4.33M 0.86%
196,880
+20,167
28
$4.23M 0.84%
25,519
+210
29
$3.87M 0.77%
4,088
+6
30
$3.85M 0.76%
6,860
-652
31
$3.78M 0.75%
16,197
-566
32
$3.76M 0.74%
12,051
-64
33
$3.75M 0.74%
83,146
+6,994
34
$3.68M 0.73%
173,181
+25,928
35
$3.44M 0.68%
129,344
+10,761
36
$3.43M 0.68%
306,088
+57,141
37
$3.34M 0.66%
18,562
-361
38
$3.31M 0.65%
27,793
-1,004
39
$3.3M 0.65%
108,562
+7,769
40
$3.27M 0.65%
34,683
+3,266
41
$3.18M 0.63%
171,226
+1,970
42
$3.17M 0.63%
51,310
-184
43
$3.16M 0.62%
64,924
+10,371
44
$3.09M 0.61%
10,914
-1,157
45
$3M 0.59%
43,203
+7,048
46
$2.87M 0.57%
13,716
-1,016
47
$2.85M 0.56%
32,454
-1,914
48
$2.79M 0.55%
39,225
+15,019
49
$2.65M 0.52%
68,420
-6,233
50
$2.61M 0.52%
8,858
-325
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