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
$213M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.41M
3
+$3.3M
4
SODA
SodaStream International Ltd
SODA
+$3.09M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.38M

Top Sells

1
+$3.85M
2
+$3.83M
3
+$3.07M
4
CVX icon
Chevron
CVX
+$2.11M
5
PRU icon
Prudential Financial
PRU
+$1.14M

Sector Composition

1 Energy 15.39%
2 Industrials 13.52%
3 Healthcare 13.48%
4 Communication Services 11.5%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573K 0.27%
+36
77
$570K 0.27%
7,075
+1,900
78
$568K 0.27%
19,965
-13,773
79
$567K 0.27%
6,920
+4,000
80
$551K 0.26%
+9,346
81
$547K 0.26%
15,250
82
$526K 0.25%
4,194
83
$521K 0.24%
10,952
+5,126
84
$519K 0.24%
+34,939
85
$514K 0.24%
10,002
+350
86
$503K 0.24%
13,900
+3,300
87
$484K 0.23%
34,250
-4,500
88
$482K 0.23%
8,125
-1,375
89
$476K 0.22%
2,589
-1,203
90
$457K 0.21%
19,100
-1,516
91
$454K 0.21%
14,950
-1,100
92
$452K 0.21%
8,915
+1,500
93
$449K 0.21%
108,350
94
$424K 0.2%
+3,987
95
$420K 0.2%
5,200
-1,925
96
$420K 0.2%
17,750
-24,825
97
$413K 0.19%
+9,090
98
$409K 0.19%
6,300
99
$407K 0.19%
7,400
100
$395K 0.19%
10,267
+628
2 3
4
5 6