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
126
$1.07M 0.18%
31,364
+15,949
127
$1.07M 0.18%
46,776
+11,260
128
$1.07M 0.18%
6,575
+3,370
129
$1.04M 0.17%
28,926
+16,558
130
$1.03M 0.17%
14,392
+7,350
131
$1.03M 0.17%
3,304
+1,197
132
$1.02M 0.17%
10,400
+4,119
133
$1.02M 0.17%
7,406
+66
134
$1.01M 0.17%
9,207
+107
135
$1.01M 0.17%
110,400
+59,843
136
$1.01M 0.17%
4,884
+2,885
137
$1M 0.16%
12,353
+8,920
138
$996K 0.16%
12,261
+6,390
139
$991K 0.16%
16,275
+8,408
140
$989K 0.16%
5,861
+2,102
141
$981K 0.16%
10,963
+6,090
142
$973K 0.16%
24,222
+14,815
143
$972K 0.16%
25,974
+13,267
144
$970K 0.16%
11,966
+4,989
145
$948K 0.16%
4,253
+3,049
146
$944K 0.16%
2,891
+783
147
$943K 0.16%
6,348
+3,276
148
$940K 0.15%
9,414
+4,794
149
$937K 0.15%
11,355
+5,805
150
$925K 0.15%
14,563
+6,736
4 5
6
7 8