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
$201M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.07M
3
+$2.74M
4
TRIP icon
TripAdvisor
TRIP
+$2.69M
5
VZ icon
Verizon
VZ
+$2.65M

Top Sells

1
+$6.07M
2
+$5.27M
3
+$4.41M
4
OII icon
Oceaneering
OII
+$4.26M
5
TEX icon
Terex
TEX
+$4.21M

Sector Composition

1 Healthcare 19.1%
2 Communication Services 15.42%
3 Financials 11.61%
4 Real Estate 8.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$664K 0.33%
1,957
-458
52
$654K 0.33%
6,250
+175
53
$647K 0.32%
25,000
-2,450
54
$642K 0.32%
2,796
-4
55
$636K 0.32%
16,403
+6,178
56
$627K 0.31%
45,800
+7,800
57
$623K 0.31%
5,009
58
$621K 0.31%
5,550
+1,950
59
$610K 0.3%
+2,670
60
$603K 0.3%
52,680
-17,300
61
$602K 0.3%
+22,100
62
$598K 0.3%
8,500
-5,400
63
$573K 0.29%
7,500
+2,825
64
$571K 0.28%
9,710
-72,425
65
$532K 0.27%
15,050
+400
66
$528K 0.26%
+34,775
67
$522K 0.26%
7,965
-900
68
$520K 0.26%
+6,550
69
$516K 0.26%
3,969
-25
70
$504K 0.25%
180,900
-151,600
71
$486K 0.24%
7,035
-1,500
72
$480K 0.24%
15,088
-13,612
73
$478K 0.24%
4,550
74
$471K 0.23%
+18,625
75
$471K 0.23%
+6,475
1 2
3
4 5