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
$187M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.6M
3
+$2.68M
4
EXC icon
Exelon
EXC
+$2.25M
5
RCL icon
Royal Caribbean
RCL
+$2.13M

Top Sells

1
+$4.94M
2
+$4.47M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$2.76M
5
OXY icon
Occidental Petroleum
OXY
+$2.51M

Sector Composition

1 Technology 21.72%
2 Healthcare 20.89%
3 Industrials 13.06%
4 Financials 10.46%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625K 0.33%
4,799
52
$593K 0.32%
4,799
-105
53
$581K 0.31%
3,600
54
$564K 0.3%
8,900
55
$495K 0.26%
2,558
56
$480K 0.26%
7,880
57
$473K 0.25%
3,250
+100
58
$460K 0.25%
12,100
-865
59
$459K 0.25%
48,000
-1,000
60
$450K 0.24%
1,961
-381
61
$433K 0.23%
3,350
62
$413K 0.22%
4,675
63
$410K 0.22%
39,000
64
$404K 0.22%
1,950
65
$389K 0.21%
1,350
66
$385K 0.21%
6,750
67
$340K 0.18%
3,750
68
$291K 0.16%
1,500
69
$289K 0.15%
25,000
70
$275K 0.15%
+7,000
71
$273K 0.15%
6,717
+1,600
72
$235K 0.13%
1,883
73
$221K 0.12%
3,500
74
$213K 0.11%
+3,000
75
$209K 0.11%
+7,300
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3
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