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
$174M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.93M
3
+$3.71M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$2.24M
5
BAC icon
Bank of America
BAC
+$2.2M

Top Sells

1
+$3.68M
2
+$3.1M
3
+$3.08M
4
AMT.PRB
American Tower Corporation
AMT.PRB
+$2.65M
5
MBLY
Mobileye N.V.
MBLY
+$2.26M

Sector Composition

1 Communication Services 18.65%
2 Technology 15.77%
3 Healthcare 14.58%
4 Consumer Discretionary 13.7%
5 Energy 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.31%
3,250
-22,065
52
$532K 0.31%
299
-104
53
$518K 0.3%
3,800
54
$488K 0.28%
3,753
-650
55
$476K 0.27%
5,415
+400
56
$454K 0.26%
2,729
57
$446K 0.26%
9,700
-575
58
$428K 0.25%
+1,864
59
$420K 0.24%
+27,566
60
$382K 0.22%
86,800
+12,500
61
$376K 0.22%
4,750
62
$370K 0.21%
10,317
63
$354K 0.2%
2,156
64
$346K 0.2%
1,265
-849
65
$328K 0.19%
1,225
+175
66
$292K 0.17%
4,125
67
$291K 0.17%
5,600
-100
68
$270K 0.16%
3,350
69
$268K 0.15%
13,550
-570
70
$265K 0.15%
6,380
-200
71
$260K 0.15%
1,585
+170
72
$260K 0.15%
1,550
73
$242K 0.14%
+6,000
74
$237K 0.14%
+8,600
75
$229K 0.13%
+3,200
1 2
3
4