BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.44M
3
+$5.36M
4
GE icon
GE Aerospace
GE
+$5.27M
5
ETP
Energy Transfer Partners L.p.
ETP
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.46%
2 Healthcare 13.57%
3 Communication Services 13%
4 Technology 11.73%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.14M 1.78%
+51,375
27
$3.02M 1.71%
+58,575
28
$2.96M 1.68%
+110,839
29
$2.67M 1.51%
+85,850
30
$2.61M 1.48%
+104,925
31
$2.6M 1.47%
+31,540
32
$2.26M 1.28%
+165,225
33
$2.2M 1.24%
+18,581
34
$2.16M 1.22%
+47,275
35
$1.54M 0.87%
+18,920
36
$1.44M 0.82%
+12,105
37
$1.37M 0.77%
+30,500
38
$1.33M 0.75%
+43,016
39
$1.19M 0.67%
+86,900
40
$1.19M 0.67%
+34,770
41
$1.16M 0.66%
+38,388
42
$1.14M 0.64%
+18,550
43
$1.11M 0.63%
+50,709
44
$1.11M 0.63%
+17,375
45
$1.08M 0.61%
+36,050
46
$1.04M 0.59%
+5,830
47
$1.01M 0.57%
+13,925
48
$947K 0.54%
+18,822
49
$880K 0.5%
+63,400
50
$868K 0.49%
+1,403
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2
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