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
$213M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.41M
3
+$3.3M
4
SODA
SodaStream International Ltd
SODA
+$3.09M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.38M

Top Sells

1
+$3.85M
2
+$3.83M
3
+$3.07M
4
CVX icon
Chevron
CVX
+$2.11M
5
PRU icon
Prudential Financial
PRU
+$1.14M

Sector Composition

1 Energy 15.39%
2 Industrials 13.52%
3 Healthcare 13.48%
4 Communication Services 11.5%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 1.79%
72,825
+1,575
27
$3.69M 1.73%
93,900
-1,200
28
$3.3M 1.55%
+62,125
29
$3.09M 1.45%
+70,075
30
$3.05M 1.43%
42,445
-460
31
$3.03M 1.42%
114,545
+2,005
32
$2.86M 1.34%
82,350
-2,400
33
$1.98M 0.93%
25,151
+5,526
34
$1.97M 0.92%
+35,015
35
$1.45M 0.68%
15,950
-970
36
$1.41M 0.66%
34,450
+9,600
37
$1.39M 0.65%
79,850
-8,850
38
$1.33M 0.62%
10,755
+525
39
$1.28M 0.6%
25,186
-13,275
40
$1.23M 0.58%
71,650
-5,750
41
$1.14M 0.53%
33,695
+155
42
$1.1M 0.52%
11,279
+7,036
43
$1.1M 0.51%
19,800
-500
44
$1.02M 0.48%
31,000
+350
45
$1.01M 0.47%
36,416
-1,245
46
$922K 0.43%
+22,541
47
$884K 0.42%
175,840
-58,800
48
$869K 0.41%
35,900
+9,900
49
$859K 0.4%
31,325
-139,500
50
$852K 0.4%
16,400
-1,655
1
2
3 4 5