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
$211M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.78M
3
+$2.2M
4
WFT
Weatherford International plc
WFT
+$1.46M
5
YUM icon
Yum! Brands
YUM
+$1.08M

Top Sells

1
+$5.01M
2
+$4.84M
3
+$4.56M
4
GTLS icon
Chart Industries
GTLS
+$3.56M
5
NVS icon
Novartis
NVS
+$2.06M

Sector Composition

1 Energy 17.8%
2 Healthcare 16.22%
3 Communication Services 12.52%
4 Industrials 10.1%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.84%
+227,975
27
$3.77M 1.78%
527
+29
28
$3.59M 1.7%
39,900
-2,950
29
$3.47M 1.64%
31,925
-980
30
$3.28M 1.55%
164,950
+8,675
31
$2.97M 1.4%
35,182
-24,412
32
$2.49M 1.18%
60,775
+9,050
33
$1.84M 0.87%
53,745
+26,857
34
$1.69M 0.8%
33,812
+13,515
35
$1.46M 0.69%
+69,980
36
$1.45M 0.69%
11,802
-39,457
37
$1.4M 0.66%
30,136
-7,639
38
$1.11M 0.53%
13,900
-3,500
39
$1.1M 0.52%
13,445
-1,090
40
$1.09M 0.51%
9,360
-600
41
$1.09M 0.51%
100,507
+80,607
42
$1.07M 0.51%
32,900
-5,725
43
$1.06M 0.5%
16,450
+140
44
$1.01M 0.48%
10,779
45
$967K 0.46%
18,745
+12,750
46
$915K 0.43%
15,195
+1,725
47
$911K 0.43%
13,845
-3,455
48
$854K 0.4%
52,800
+4,725
49
$839K 0.4%
332,500
-37,500
50
$823K 0.39%
21,500
-70
1
2
3 4 5