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
$227M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.51M
3
+$4.08M
4
C icon
Citigroup
C
+$3.81M
5
WOLF icon
Wolfspeed
WOLF
+$2.33M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.84M
5
LYB icon
LyondellBasell Industries
LYB
+$2.49M

Sector Composition

1 Energy 15.78%
2 Healthcare 14.62%
3 Industrials 14.6%
4 Consumer Discretionary 10.18%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$870K 0.38%
19,000
+4,000
52
$831K 0.37%
+370,000
53
$804K 0.35%
32,400
-3,500
54
$796K 0.35%
16,400
55
$794K 0.35%
26,888
+6,923
56
$780K 0.34%
648
-15
57
$776K 0.34%
13,470
+450
58
$769K 0.34%
+48,075
59
$763K 0.34%
9,265
-1,343
60
$754K 0.33%
5,009
61
$749K 0.33%
8,735
-910
62
$683K 0.3%
369
+172
63
$665K 0.29%
+13,660
64
$654K 0.29%
6,250
65
$642K 0.28%
25,250
-2,300
66
$641K 0.28%
30,575
-750
67
$634K 0.28%
24,075
-7,250
68
$630K 0.28%
6,840
-560
69
$628K 0.28%
13,954
-775
70
$626K 0.28%
1,985
-511
71
$606K 0.27%
39,636
+24,112
72
$606K 0.27%
+2,718
73
$599K 0.26%
5,574
+1,587
74
$565K 0.25%
10,002
75
$561K 0.25%
6,325
-125
1 2
3
4 5