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
176
$769K 0.13%
6,021
+1,717
177
$762K 0.13%
4,461
+1,983
178
$760K 0.12%
39,335
+20,099
179
$759K 0.12%
8,196
+4,246
180
$756K 0.12%
17,756
+10,063
181
$754K 0.12%
38,186
+19,949
182
$751K 0.12%
17,862
+9,135
183
$743K 0.12%
67,210
+45,700
184
$739K 0.12%
28,419
+14,525
185
$734K 0.12%
3,185
+1,596
186
$728K 0.12%
1,819
+946
187
$726K 0.12%
29,612
+15,045
188
$725K 0.12%
18,179
+9,584
189
$724K 0.12%
7,565
+4,381
190
$719K 0.12%
10,928
+5,559
191
$694K 0.11%
13,982
+3,806
192
$692K 0.11%
6,990
+3,551
193
$686K 0.11%
10,764
+5,391
194
$681K 0.11%
7,420
+2,860
195
$676K 0.11%
5,968
+3,023
196
$674K 0.11%
2,913
+302
197
$673K 0.11%
5,915
+2,185
198
$662K 0.11%
29,710
+14,939
199
$659K 0.11%
6,906
-643
200
$654K 0.11%
2,367
+204
6 7
8
9 10