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
$227M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.51M
3
+$4.08M
4
C icon
Citigroup
C
+$3.81M
5
WOLF icon
Wolfspeed
WOLF
+$2.33M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.84M
5
LYB icon
LyondellBasell Industries
LYB
+$2.49M

Sector Composition

1 Energy 15.78%
2 Healthcare 14.62%
3 Industrials 14.6%
4 Consumer Discretionary 10.18%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 1.69%
65,800
+3,675
27
$3.81M 1.68%
+80,977
28
$3.77M 1.66%
42,850
-21,075
29
$3.73M 1.64%
72,235
+37,220
30
$3.56M 1.57%
43,055
-5,895
31
$3.3M 1.45%
156,275
-71,175
32
$3.21M 1.42%
32,905
-25,545
33
$3.09M 1.36%
39,510
-2,935
34
$2.58M 1.14%
51,725
+46,550
35
$2.32M 1.02%
79,578
+43,162
36
$1.57M 0.69%
37,775
+3,325
37
$1.41M 0.62%
38,625
+7,625
38
$1.32M 0.58%
14,535
-1,415
39
$1.27M 0.56%
9,960
-795
40
$1.25M 0.55%
17,400
-2,400
41
$1.23M 0.54%
17,300
+9,050
42
$1.08M 0.48%
10,779
-500
43
$1.04M 0.46%
32,510
-1,185
44
$1.03M 0.45%
+88,000
45
$1.03M 0.45%
16,310
-1,274
46
$993K 0.44%
20,297
+9,345
47
$955K 0.42%
8,790
+250
48
$883K 0.39%
54,400
+3,960
49
$874K 0.39%
21,570
-971
50
$874K 0.39%
19,325
-5,861
1
2
3 4 5