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
201
$646K 0.11%
73,608
+41,754
202
$644K 0.11%
+12,734
203
$642K 0.11%
20,007
+10,414
204
$637K 0.1%
5,854
+1,344
205
$637K 0.1%
4,101
+80
206
$633K 0.1%
9,663
+4,840
207
$633K 0.1%
10,685
+5,176
208
$631K 0.1%
+20,308
209
$625K 0.1%
36,399
+18,834
210
$613K 0.1%
27,419
+14,483
211
$610K 0.1%
5,605
+881
212
$605K 0.1%
42,964
+21,909
213
$584K 0.1%
2,115
+615
214
$574K 0.09%
8,378
+3,907
215
$572K 0.09%
47,982
-4,253
216
$566K 0.09%
4,302
+2,293
217
$565K 0.09%
10,607
+5,326
218
$564K 0.09%
9,323
+2,692
219
$560K 0.09%
+73,074
220
$551K 0.09%
1,237
+450
221
$548K 0.09%
11,226
+6,344
222
$540K 0.09%
7,272
+3,695
223
$535K 0.09%
5,993
+3,253
224
$530K 0.09%
16,276
+8,106
225
$521K 0.09%
65,604
+32,507
7 8
9
10 11