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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.44M
3
+$5.36M
4
GE icon
GE Aerospace
GE
+$5.27M
5
ETP
Energy Transfer Partners L.p.
ETP
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.46%
2 Healthcare 13.57%
3 Communication Services 13%
4 Technology 11.73%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.49%
+17,904
52
$821K 0.46%
+23,625
53
$791K 0.45%
+67,250
54
$788K 0.45%
+28,550
55
$767K 0.43%
+10,259
56
$680K 0.38%
+133,250
57
$659K 0.37%
+42,625
58
$657K 0.37%
+4,058
59
$638K 0.36%
+10,550
60
$589K 0.33%
+45,825
61
$588K 0.33%
+2,600
62
$556K 0.31%
+11,841
63
$551K 0.31%
+666
64
$548K 0.31%
+19,952
65
$530K 0.3%
+8,675
66
$530K 0.3%
+5,169
67
$514K 0.29%
+10
68
$512K 0.29%
+18,050
69
$508K 0.29%
+11,000
70
$505K 0.29%
+8,150
71
$493K 0.28%
+24,216
72
$482K 0.27%
+4,511
73
$441K 0.25%
+7,848
74
$399K 0.23%
+9,652
75
$383K 0.22%
+4,243
1 2
3
4 5