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
$167M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.32M
3
+$3.24M
4
SLB icon
SLB Ltd
SLB
+$2.44M
5
HAL icon
Halliburton
HAL
+$2.2M

Top Sells

1
+$3.61M
2
+$3.41M
3
+$3.35M
4
AA.PRB
Alcoa Inc
AA.PRB
+$2.55M
5
PG icon
Procter & Gamble
PG
+$1.57M

Sector Composition

1 Communication Services 17.89%
2 Technology 17.11%
3 Consumer Discretionary 14.81%
4 Healthcare 13.7%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.3%
3,691
52
$489K 0.29%
22,617
-2,000
53
$488K 0.29%
5,560
+955
54
$454K 0.27%
1,825
+100
55
$453K 0.27%
4,403
56
$433K 0.26%
2,729
57
$433K 0.26%
5,015
58
$410K 0.25%
14,120
+595
59
$392K 0.23%
10,275
+1,775
60
$376K 0.22%
11,731
+3,412
61
$374K 0.22%
74,300
+5,000
62
$352K 0.21%
8,500
63
$350K 0.21%
10,317
64
$345K 0.21%
2,156
65
$343K 0.21%
4,750
+950
66
$284K 0.17%
5,700
67
$276K 0.17%
4,125
-50,955
68
$270K 0.16%
2,500
69
$263K 0.16%
2,840
-3,050
70
$262K 0.16%
+1,050
71
$254K 0.15%
6,580
+200
72
$248K 0.15%
1,550
73
$244K 0.15%
3,350
-300
74
$235K 0.14%
2,600
75
$235K 0.14%
+4,383
1 2
3
4