BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $533M
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.93M
3
+$5.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.7M
5
TXN icon
Texas Instruments
TXN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.49%
2 Financials 14.23%
3 Healthcare 11.89%
4 Industrials 9.1%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 4.88%
+85,952
2
$7.93M 3.46%
+33,072
3
$5.17M 2.26%
+28,828
4
$4.7M 2.05%
+15,204
5
$4.6M 2.01%
+27,862
6
$4.14M 1.81%
+20,762
7
$3.98M 1.74%
+83,571
8
$3.91M 1.71%
+7,375
9
$3.77M 1.65%
+21,346
10
$3.49M 1.53%
+34,508
11
$3.28M 1.43%
+58,640
12
$3.2M 1.4%
+28,839
13
$3.15M 1.37%
+23,460
14
$2.93M 1.28%
+57,110
15
$2.87M 1.26%
+9,325
16
$2.86M 1.25%
+42,188
17
$2.73M 1.19%
+15,720
18
$2.73M 1.19%
+78,038
19
$2.63M 1.15%
+20,293
20
$2.62M 1.15%
+3,702
21
$2.6M 1.13%
+26,181
22
$2.5M 1.09%
+29,770
23
$2.43M 1.06%
+15,066
24
$2.37M 1.04%
+13,325
25
$2.37M 1.04%
+28,397
1
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