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
101
$1.39M 0.23%
2,799
+1,396
102
$1.38M 0.23%
52,094
+12,259
103
$1.38M 0.23%
17,584
+5,532
104
$1.35M 0.22%
17,793
+9,093
105
$1.33M 0.22%
3,518
+1,819
106
$1.32M 0.22%
15,284
+6,713
107
$1.3M 0.21%
9,242
+4,744
108
$1.29M 0.21%
4,742
+2,432
109
$1.29M 0.21%
21,771
+13,291
110
$1.28M 0.21%
2,858
+1,153
111
$1.25M 0.21%
14,835
+6,477
112
$1.25M 0.21%
11,590
+5,894
113
$1.25M 0.21%
10,877
+5,505
114
$1.22M 0.2%
95,338
+48,726
115
$1.22M 0.2%
17,901
+9,154
116
$1.18M 0.19%
9,412
+2,337
117
$1.18M 0.19%
11,647
+5,941
118
$1.17M 0.19%
9,154
+1,308
119
$1.16M 0.19%
9,242
+4,737
120
$1.14M 0.19%
37,273
+19,051
121
$1.13M 0.19%
8,932
+4,576
122
$1.11M 0.18%
11,573
+5,339
123
$1.1M 0.18%
3,610
+1,862
124
$1.09M 0.18%
13,498
+8,524
125
$1.09M 0.18%
9,697
+4,975
3 4
5
6 7