BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.81M
3
+$4.15M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.75M
5
GTLS icon
Chart Industries
GTLS
+$2.7M

Top Sells

1
+$3.91M
2
+$3.78M
3
+$3.54M
4
OVV icon
Ovintiv
OVV
+$3.37M
5
F icon
Ford
F
+$2.81M

Sector Composition

1 Energy 20%
2 Healthcare 15.07%
3 Industrials 13.39%
4 Communication Services 12.66%
5 Technology 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.65%
141,538
+6,296
27
$3.07M 1.55%
93,914
-5,326
28
$2.99M 1.51%
112,540
-1,622
29
$2.81M 1.42%
84,750
-1,000
30
$2.75M 1.39%
+250
31
$2.7M 1.37%
+28,270
32
$2.11M 1.06%
16,881
-1,500
33
$2.1M 1.06%
38,461
+28,261
34
$1.62M 0.82%
22,624
-2,218
35
$1.54M 0.78%
16,920
-1,800
36
$1.46M 0.74%
19,625
+3,200
37
$1.37M 0.69%
88,700
+3,000
38
$1.23M 0.62%
234,640
+52,500
39
$1.21M 0.61%
+77,400
40
$1.19M 0.6%
10,230
-1,700
41
$1.19M 0.6%
33,540
-1,380
42
$1.16M 0.58%
30,650
-9,100
43
$1.14M 0.57%
+12,325
44
$1.05M 0.53%
37,661
-5,340
45
$960K 0.48%
18,055
+7,275
46
$945K 0.48%
4,357
+340
47
$930K 0.47%
+24,850
48
$926K 0.47%
+42,575
49
$892K 0.45%
+21,825
50
$887K 0.45%
+36,325
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