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
$213M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.41M
3
+$3.3M
4
SODA
SodaStream International Ltd
SODA
+$3.09M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.38M

Top Sells

1
+$3.85M
2
+$3.83M
3
+$3.07M
4
CVX icon
Chevron
CVX
+$2.11M
5
PRU icon
Prudential Financial
PRU
+$1.14M

Sector Composition

1 Energy 15.39%
2 Industrials 13.52%
3 Healthcare 13.48%
4 Communication Services 11.5%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$849K 0.4%
8,540
+5,500
52
$848K 0.4%
50,440
+17,640
53
$790K 0.37%
663
-8
54
$790K 0.37%
13,020
+6,750
55
$763K 0.36%
2,496
+321
56
$753K 0.35%
15,000
+250
57
$745K 0.35%
10,608
-12,016
58
$737K 0.35%
7,400
-1,855
59
$681K 0.32%
5,009
60
$679K 0.32%
9,645
+295
61
$676K 0.32%
19,952
62
$659K 0.31%
+29
63
$646K 0.3%
27,550
-850
64
$638K 0.3%
+20,633
65
$629K 0.3%
31,325
-5,000
66
$627K 0.29%
55,150
+12,900
67
$626K 0.29%
30,075
+5,075
68
– –
0
69
$615K 0.29%
5,800
+4,300
70
$614K 0.29%
6,250
+700
71
$609K 0.29%
14,729
+175
72
$602K 0.28%
6,450
+805
73
$592K 0.28%
10,975
74
$585K 0.27%
4,114
75
$576K 0.27%
+8,250
1 2
3
4 5