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
$211M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.78M
3
+$2.2M
4
WFT
Weatherford International plc
WFT
+$1.46M
5
YUM icon
Yum! Brands
YUM
+$1.08M

Top Sells

1
+$5.01M
2
+$4.84M
3
+$4.56M
4
GTLS icon
Chart Industries
GTLS
+$3.56M
5
NVS icon
Novartis
NVS
+$2.06M

Sector Composition

1 Energy 17.8%
2 Healthcare 16.22%
3 Communication Services 12.52%
4 Industrials 10.1%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.38%
2,415
+430
52
$797K 0.38%
+17,025
53
$793K 0.38%
49,160
-5,240
54
$788K 0.37%
20,690
+6,775
55
$782K 0.37%
30,910
-1,600
56
$782K 0.37%
19,194
+9,794
57
$760K 0.36%
3,483
+1,198
58
$739K 0.35%
28,700
+19,700
59
$716K 0.34%
5,009
60
$675K 0.32%
8,865
-400
61
$667K 0.32%
2,763
+45
62
$658K 0.31%
568
-80
63
$653K 0.31%
8,535
-200
64
$648K 0.31%
6,075
-175
65
$617K 0.29%
27,450
-4,950
66
$598K 0.28%
10,352
+350
67
$585K 0.28%
13,400
-5,925
68
$582K 0.28%
+2,800
69
$558K 0.26%
+16,275
70
$554K 0.26%
24,050
-1,200
71
$540K 0.26%
+5,105
72
$529K 0.25%
35,800
+9,625
73
$509K 0.24%
3,994
-200
74
$507K 0.24%
38,000
-6,300
75
$506K 0.24%
14,650
+750
1 2
3
4 5