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
$167M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.32M
3
+$3.24M
4
SLB icon
SLB Ltd
SLB
+$2.44M
5
HAL icon
Halliburton
HAL
+$2.2M

Top Sells

1
+$3.61M
2
+$3.41M
3
+$3.35M
4
AA.PRB
Alcoa Inc
AA.PRB
+$2.55M
5
PG icon
Procter & Gamble
PG
+$1.57M

Sector Composition

1 Communication Services 17.89%
2 Technology 17.11%
3 Consumer Discretionary 14.81%
4 Healthcare 13.7%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.85%
36,875
-18,700
27
$3.08M 1.84%
60,500
-10,425
28
$3.02M 1.81%
42,230
+3,450
29
$3.01M 1.8%
64,050
-2,575
30
$2.99M 1.79%
30,455
+5,675
31
$2.78M 1.66%
33,105
+29,050
32
$2.7M 1.62%
68,465
-860
33
$2.65M 1.58%
25,345
-1,025
34
$2.28M 1.36%
60,820
+5,360
35
$2.26M 1.35%
59,400
+13,225
36
$2.2M 1.31%
+40,600
37
$1.57M 0.94%
+33,900
38
$1.19M 0.71%
91,250
+5,650
39
$947K 0.57%
76,500
+1,350
40
$902K 0.54%
68,350
-2,250
41
$663K 0.4%
46,545
+1,455
42
$599K 0.36%
2,114
+30
43
$591K 0.35%
403
-65
44
$558K 0.33%
14,539
+900
45
$551K 0.33%
79,930
+20,000
46
$549K 0.33%
9,400
-1,903
47
$546K 0.33%
20,200
+2,500
48
$539K 0.32%
4,957
-52
49
$534K 0.32%
9,325
+875
50
$502K 0.3%
3,800
1
2
3 4