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
$157M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.22M
3
+$3.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
AXP icon
American Express
AXP
+$2.5M

Top Sells

1
+$6.85M
2
+$5.31M
3
+$5.3M
4
YUM icon
Yum! Brands
YUM
+$5.02M
5
URI icon
United Rentals
URI
+$4.9M

Sector Composition

1 Communication Services 19.75%
2 Healthcare 16.77%
3 Real Estate 11.62%
4 Technology 9.03%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.17%
6,000
77
$267K 0.17%
4,910
-3,275
78
$264K 0.17%
4,040
+300
79
$261K 0.17%
1,883
-52
80
$245K 0.16%
3,300
+100
81
$241K 0.15%
11,750
-250
82
$225K 0.14%
7,380
-224,560
83
$209K 0.13%
1,100
-1,325
84
$205K 0.13%
6,039
-156,506
85
$182K 0.12%
11,117
86
$143K 0.09%
11,072
-500
87
$137K 0.09%
42,200
+8,000
88
$123K 0.08%
13,191
89
$94K 0.06%
+85
90
$69K 0.04%
+11,335
91
$35K 0.02%
33,800
-350
92
$34K 0.02%
10,000
93
– –
-5,585
94
– –
-6,750
95
– –
-2,560
96
– –
-4,081
97
– –
-6,418
98
– –
-82,315
99
– –
-51,340
100
– –
-7,025
1 2 3
4
5