BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.22M
3
+$3.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
AXP icon
American Express
AXP
+$2.5M

Top Sells

1
+$6.85M
2
+$5.31M
3
+$5.3M
4
YUM icon
Yum! Brands
YUM
+$5.02M
5
URI icon
United Rentals
URI
+$4.9M

Sector Composition

1 Communication Services 19.75%
2 Healthcare 16.77%
3 Real Estate 11.62%
4 Technology 9.03%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$521K 0.33%
+1,836
52
$514K 0.33%
+374,625
53
$500K 0.32%
+4,705
54
$499K 0.32%
3,812
-150
55
$499K 0.32%
+40,518
56
$484K 0.31%
4,191
+100
57
$477K 0.3%
10,485
+5,185
58
$473K 0.3%
1,740
-1,012
59
$459K 0.29%
+2
60
$437K 0.28%
+7,500
61
$435K 0.28%
7,350
-9,214
62
$411K 0.26%
8,500
63
$393K 0.25%
3,800
64
$389K 0.25%
+3,594
65
$388K 0.25%
9,639
-350
66
$370K 0.24%
5,388
67
$366K 0.23%
+127,000
68
$356K 0.23%
36,700
+1,500
69
$353K 0.22%
4,900
70
$345K 0.22%
5,665
-3,175
71
$328K 0.21%
2,713
+209
72
$297K 0.19%
2,556
73
$291K 0.19%
+9,900
74
$290K 0.18%
1,696
-257
75
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0
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3
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