Pricing

BEVERLY HILLS PRIVATE WEALTH, LLC

0 followers ·
BEVERLY HILLS CA Investment Advisor
13F Summary
Beverly Hills Private Wealth is based out of Beverly Hills. Beverly Hills Private Wealth is a large advisory firm with 212 clients and discretionary assets under management (AUM) of $696,000,000 (Form ADV from 2024-02-20). Their last reported 13F filing for Q1 2024 included $432,976,430 in managed 13F securities and a top 10 holdings concentration of 22.97%. Beverly Hills Private Wealth's largest holding is Apple Inc with shares held of 117,595. Whalewisdom has at least 6 13F filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 4.66%
MSFT Microsoft Corp. 4.47%
NVDA NVIDIA Corp. 2.42%
BRK.B Berkshire Hathaway I 2.18%
JPM JPMorgan Chase & Co. 1.92%

2024-03-31

13F Activity

Market Value $433m, Prior: $383m
Inflows (Outflows) as % of Total MV +4.2535%
New Purchases 45 stocks
Added To 141 stocks
Sold out of 25 stocks
Reduced holdings in 161 stocks
Top 10 Holdings % 22.97%
Turnover %[1] 18.23%
Turnover Alt %[2] 9.78%
Time Held Top 20 3.8 quarters
Time Held Top 10 2.7 quarters
Time Held All 3.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance