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
$174M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.93M
3
+$3.71M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.24M
5
BAC icon
Bank of America
BAC
+$2.2M

Top Sells

1
+$3.68M
2
+$3.1M
3
+$3.08M
4
AMT.PRB
American Tower Corporation
AMT.PRB
+$2.65M
5
MBLY
Mobileye N.V.
MBLY
+$2.26M

Sector Composition

1 Communication Services 18.65%
2 Technology 15.77%
3 Healthcare 14.58%
4 Consumer Discretionary 13.7%
5 Energy 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 2.04%
60,175
-375
27
$3.52M 2.03%
38,650
-11,625
28
$3.22M 1.85%
57,800
-2,450
29
$3.21M 1.85%
39,050
-16,575
30
$3.13M 1.8%
29,405
-1,050
31
$3.11M 1.79%
60,925
-3,125
32
$2.94M 1.69%
59,525
-20,150
33
$2.74M 1.58%
63,690
-4,775
34
$2.43M 1.4%
103,000
+93,450
35
$2.24M 1.29%
+42,400
36
$2.1M 1.21%
+43,250
37
$1.99M 1.14%
40,350
-250
38
$1.08M 0.62%
7,300
-350
39
$1.08M 0.62%
91,175
-75
40
$838K 0.48%
62,700
-5,650
41
$816K 0.47%
15,000
+5,600
42
$809K 0.47%
43,590
-2,955
43
$670K 0.39%
86,430
+6,500
44
$647K 0.37%
21,502
+9,771
45
$631K 0.36%
+231,840
46
$601K 0.35%
13,539
-1,000
47
$600K 0.35%
20,200
48
$576K 0.33%
5,345
-215
49
$554K 0.32%
4,957
50
$542K 0.31%
3,691
1
2
3 4