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
151
$909K 0.15%
+18,793
152
$906K 0.15%
46,683
+22,792
153
$898K 0.15%
9,371
+5,317
154
$883K 0.15%
19,191
+9,802
155
$865K 0.14%
3,814
+1,950
156
$863K 0.14%
14,974
+8,099
157
$850K 0.14%
12,268
+6,254
158
$845K 0.14%
8,846
+4,417
159
$843K 0.14%
+8,950
160
$833K 0.14%
9,203
+4,767
161
$825K 0.14%
23,983
+18,133
162
$816K 0.13%
82,892
+45,761
163
$815K 0.13%
1,201
+545
164
$811K 0.13%
57,952
+26,256
165
$810K 0.13%
9,184
+167
166
$806K 0.13%
3,406
+1,694
167
$804K 0.13%
14,752
+6,560
168
$796K 0.13%
6,550
-120
169
$795K 0.13%
1,600
-172
170
$792K 0.13%
9,386
+4,803
171
$791K 0.13%
13,035
+6,378
172
$783K 0.13%
15,474
+1,900
173
$780K 0.13%
3,481
+2,595
174
$778K 0.13%
51,124
+33,197
175
$774K 0.13%
3,181
+752
5 6
7
8 9