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
$198M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.81M
3
+$4.15M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.75M
5
GTLS icon
Chart Industries
GTLS
+$2.7M

Top Sells

1
+$3.91M
2
+$3.78M
3
+$3.54M
4
OVV icon
Ovintiv
OVV
+$3.37M
5
F icon
Ford
F
+$2.81M

Sector Composition

1 Energy 20%
2 Healthcare 15.07%
3 Industrials 13.39%
4 Communication Services 12.66%
5 Technology 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$875K 0.44%
20,300
+2,000
52
$780K 0.39%
671
-15
53
$759K 0.38%
9,255
+670
54
$748K 0.38%
4,114
-200
55
$731K 0.37%
33,738
+21,653
56
$719K 0.36%
14,554
-2,850
57
$711K 0.36%
+14,750
58
$680K 0.34%
+3,792
59
$661K 0.33%
9,350
-1,200
60
$658K 0.33%
19,952
61
$656K 0.33%
10,975
+1,225
62
$654K 0.33%
32,800
+7,100
63
$654K 0.33%
28,400
-7,050
64
$645K 0.33%
26,000
+3,500
65
$624K 0.32%
+16,500
66
$617K 0.31%
+15,250
67
$608K 0.31%
2,175
+400
68
$601K 0.3%
38,750
-5,500
69
$582K 0.29%
5,550
70
$573K 0.29%
5,009
71
$572K 0.29%
4,194
-875
72
$562K 0.28%
+7,125
73
$518K 0.26%
6,130
-362
74
$510K 0.26%
9,652
75
$508K 0.26%
5,550
+1,900
1 2
3
4 5