BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $564M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.69%
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
51
$3.65M 0.6%
19,316
+9,154
52
$3.65M 0.6%
17,860
+9,130
53
$3.61M 0.59%
73,310
+37,410
54
$3.48M 0.57%
15,222
+7,781
55
$3.43M 0.56%
20,735
+10,424
56
$3.35M 0.55%
31,103
+16,182
57
$3.3M 0.54%
7,126
+3,703
58
$3.3M 0.54%
32,422
+15,978
59
$3.23M 0.53%
29,655
+15,018
60
$3.2M 0.53%
43,234
+21,868
61
$3.1M 0.51%
+17,376
62
$2.87M 0.47%
47,349
+24,759
63
$2.83M 0.47%
+7,318
64
$2.62M 0.43%
23,718
+10,746
65
$2.61M 0.43%
50,575
+28,118
66
$2.36M 0.39%
23,088
+7,158
67
$2.23M 0.37%
75,522
+17,211
68
$2.21M 0.36%
14,374
+6,860
69
$2.17M 0.36%
48,260
+20,784
70
$2.1M 0.35%
26,069
+15,702
71
$2.07M 0.34%
244,669
+40,230
72
$2.07M 0.34%
162,494
-5,330
73
$2.06M 0.34%
60,034
+25,693
74
$2.05M 0.34%
62,854
+28,541
75
$2.02M 0.33%
10,724
+4,934
1 2
3
4 5