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
$505M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.99M
3
+$1.39M
4
GLW icon
Corning
GLW
+$1.34M
5
MGM icon
MGM Resorts International
MGM
+$1.31M

Top Sells

1
+$1.75M
2
+$987K
3
+$848K
4
NVDA icon
NVIDIA
NVDA
+$791K
5
MS icon
Morgan Stanley
MS
+$704K

Sector Composition

1 Technology 19.67%
2 Financials 16.62%
3 Healthcare 8.36%
4 Consumer Discretionary 7.54%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 4.99%
113,559
-1,788
2
$17.3M 3.42%
46,051
+505
3
$14.4M 2.84%
26,998
-580
4
$13.3M 2.62%
54,080
-235
5
$11.3M 2.23%
59,171
+1,688
6
$10.9M 2.16%
183,807
+42,145
7
$10.8M 2.13%
67,907
+1,187
8
$10.6M 2.09%
179,852
+22,240
9
$10.4M 2.05%
95,553
-7,301
10
$7.67M 1.52%
13,300
+352
11
$7.35M 1.45%
93,943
+8,633
12
$6.58M 1.3%
65,667
-6,715
13
$6.11M 1.21%
134,651
+25,729
14
$5.89M 1.17%
13,552
+1,755
15
$5.58M 1.1%
10,655
+547
16
$5.43M 1.07%
147,249
+8,074
17
$5.33M 1.05%
15,218
+393
18
$5.05M 1%
99,630
-19,464
19
$5.04M 1%
32,270
-1,139
20
$5.01M 0.99%
33,418
+5,093
21
$4.92M 0.97%
72,660
+4,566
22
$4.89M 0.97%
29,478
+675
23
$4.79M 0.95%
28,630
-1,662
24
$4.38M 0.87%
94,647
-5,934
25
$4.35M 0.86%
26,013
+85
1
2 3 4 5