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
76
$2.01M 0.33%
64,321
+18,189
77
$1.95M 0.32%
30,571
+15,340
78
$1.92M 0.32%
53,382
+26,164
79
$1.88M 0.31%
68,576
+34,288
80
$1.86M 0.31%
13,590
+4,636
81
$1.83M 0.3%
36,872
+24,129
82
$1.76M 0.29%
25,379
+11,968
83
$1.76M 0.29%
4,016
+2,031
84
$1.75M 0.29%
12,163
+3,860
85
$1.73M 0.28%
21,304
+10,257
86
$1.63M 0.27%
152,361
+7,075
87
$1.63M 0.27%
19,336
+8,969
88
$1.62M 0.27%
17,404
+7,574
89
$1.56M 0.26%
80,049
+10,158
90
$1.56M 0.26%
15,529
+7,719
91
$1.53M 0.25%
36,508
+19,641
92
$1.53M 0.25%
20,849
+10,420
93
$1.51M 0.25%
12,507
+6,390
94
$1.49M 0.24%
2,772
+1,515
95
$1.49M 0.24%
25,453
+13,615
96
$1.48M 0.24%
43,818
+122
97
$1.47M 0.24%
11,443
+1,872
98
$1.43M 0.24%
7,160
+3,478
99
$1.42M 0.23%
19,563
+9,985
100
$1.41M 0.23%
16,838
+8,632
2 3
4
5 6