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
$227M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.51M
3
+$4.08M
4
C icon
Citigroup
C
+$3.81M
5
WOLF icon
Wolfspeed
WOLF
+$2.33M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.84M
5
LYB icon
LyondellBasell Industries
LYB
+$2.49M

Sector Composition

1 Energy 15.78%
2 Healthcare 14.62%
3 Industrials 14.6%
4 Consumer Discretionary 10.18%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$555K 0.24%
+14,375
77
$553K 0.24%
+12,970
78
$538K 0.24%
13,915
+5,000
79
$536K 0.24%
10,975
80
$534K 0.24%
+9,775
81
$534K 0.24%
4,194
82
$533K 0.23%
14,900
-5,733
83
$528K 0.23%
13,900
84
$525K 0.23%
44,300
-10,850
85
$522K 0.23%
4,324
+210
86
$514K 0.23%
+9,500
87
$481K 0.21%
3,650
+1,300
88
$475K 0.21%
20,100
+6,700
89
$465K 0.2%
+10,425
90
$459K 0.2%
7,400
91
$457K 0.2%
7,875
-250
92
$451K 0.2%
+26,175
93
$431K 0.19%
2,484
-105
94
$427K 0.19%
+2,285
95
$427K 0.19%
13,250
-1,700
96
$425K 0.19%
9,400
+310
97
$422K 0.19%
101,950
-6,400
98
$414K 0.18%
34,250
99
$409K 0.18%
9,989
-278
100
$409K 0.18%
15,500
+1,500
2 3
4
5 6