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
$225M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.7M
3
+$2.35M
4
TJX icon
TJX Companies
TJX
+$2.23M
5
VZ icon
Verizon
VZ
+$1.89M

Top Sells

1
+$3.35M
2
+$3.3M
3
+$3.14M
4
GLW icon
Corning
GLW
+$2.18M
5
GLNG icon
Golar LNG
GLNG
+$486K

Sector Composition

1 Technology 29.94%
2 Healthcare 20.82%
3 Communication Services 11.57%
4 Consumer Discretionary 10%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.62%
62,041
+32,200
27
$3.47M 1.54%
15,865
+10,760
28
$3.45M 1.54%
74,095
-600
29
$3.44M 1.53%
8,386
+80
30
$3.24M 1.44%
14,565
+8,095
31
$3.13M 1.39%
103,860
-3,926
32
$3.06M 1.36%
21,895
+2,895
33
$2.92M 1.3%
24,320
-265
34
$2.75M 1.22%
19,775
-440
35
$2.72M 1.21%
+54,650
36
$2.7M 1.2%
+12,020
37
$2.62M 1.17%
44,970
-1,425
38
$2.58M 1.15%
15,345
-400
39
$2.47M 1.1%
44,964
-1,030
40
$2.39M 1.06%
47,860
-1,120
41
$2.23M 0.99%
+32,688
42
$2.17M 0.96%
99,860
-8,891
43
$1.83M 0.81%
19,975
-650
44
$1.71M 0.76%
17,275
-100
45
$1.67M 0.74%
30,900
-650
46
$1.47M 0.65%
4,071
-26
47
$1.28M 0.57%
11,650
48
$1.23M 0.55%
47,400
-2,750
49
$1.2M 0.53%
4,635
-400
50
$1.11M 0.5%
167,985
+3,000
1
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