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
$201M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.07M
3
+$2.74M
4
TRIP icon
TripAdvisor
TRIP
+$2.69M
5
VZ icon
Verizon
VZ
+$2.65M

Top Sells

1
+$6.07M
2
+$5.27M
3
+$4.41M
4
OII icon
Oceaneering
OII
+$4.26M
5
TEX icon
Terex
TEX
+$4.21M

Sector Composition

1 Healthcare 19.1%
2 Communication Services 15.42%
3 Financials 11.61%
4 Real Estate 8.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.53%
+60,900
27
$2.94M 1.46%
35,349
+167
28
$2.74M 1.37%
+68,350
29
$2.69M 1.34%
+36,100
30
$2.33M 1.16%
+46,187
31
$1.51M 0.75%
+8,399
32
$1.44M 0.72%
42,683
-11,062
33
$1.12M 0.56%
9,236
-2,566
34
$1.02M 0.51%
11,079
+300
35
$986K 0.49%
+1,378
36
$934K 0.47%
10,560
-2,885
37
$925K 0.46%
20,580
-920
38
$853K 0.43%
7,510
-1,850
39
$841K 0.42%
3,690
+207
40
$835K 0.42%
+19,575
41
$829K 0.41%
5,575
+4,125
42
$808K 0.4%
3,140
+377
43
$779K 0.39%
+39,750
44
$776K 0.39%
+7,462
45
$764K 0.38%
51,510
-1,290
46
$738K 0.37%
+9,717
47
$734K 0.37%
17,475
-71,240
48
$733K 0.37%
15,029
-1,421
49
$700K 0.35%
10,702
+350
50
$696K 0.35%
29,800
-3,100
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