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RiskModels / Stocks / BEAM

Beam Therapeutics, Inc. (BEAM)

Daily ERM3 factor decomposition: how much of BEAM's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$24.37
Market cap
$2.5B
23-day vol
67.9%
Sector proxy
XLV
Subsector proxy
XBI

Risk DNA

39% of BEAM's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 12.4%Sector 4.1%Subsector 22.7%Stock-specific 60.8%
XBI subsector peers · average of 157 names

BEAM carries 61% stock-specific risk against a peer average of 83% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of BEAM held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLV)Subsector (XBI)Explained risk
L1$-2.14——12.4%
L2$-1.87$-0.94—16.5%
L3$-0.72$-0.22$-1.2939.2%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding BEAM

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • ARK Investment Management2.5%

Browse every tracked 13F filer.

Go deeper on BEAM

Ask the AI risk analyst for BEAM's full history, peer comparison, or how it changes your portfolio's risk.

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Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / BEAM

Beam Therapeutics, Inc. (BEAM)

Daily ERM3 factor decomposition: how much of BEAM's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$24.37
Market cap
$2.5B
23-day vol
67.9%
Sector proxy
XLV
Subsector proxy
XBI

Risk DNA

39% of BEAM's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 12.4%Sector 4.1%Subsector 22.7%Stock-specific 60.8%
XBI subsector peers · average of 157 names

BEAM carries 61% stock-specific risk against a peer average of 83% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of BEAM held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLV)Subsector (XBI)Explained risk
L1$-2.14——12.4%
L2$-1.87$-0.94—16.5%
L3$-0.72$-0.22$-1.2939.2%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding BEAM

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • ARK Investment Management2.5%

Browse every tracked 13F filer.

Go deeper on BEAM

Ask the AI risk analyst for BEAM's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about BEAMAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.

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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.