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
$163M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.99M
3
+$3.07M
4
CCL icon
Carnival Corp
CCL
+$2.84M
5
DIS icon
Walt Disney
DIS
+$2M

Top Sells

1
+$3.52M
2
+$2.3M
3
+$2.11M
4
MRK icon
Merck
MRK
+$2.06M
5
VZ icon
Verizon
VZ
+$1.59M

Sector Composition

1 Communication Services 19.2%
2 Technology 17.64%
3 Healthcare 16.36%
4 Consumer Discretionary 13.74%
5 Real Estate 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.14%
3,800
77
$218K 0.13%
+2,082
78
$217K 0.13%
+4,100
79
$106K 0.06%
10,000
80
– –
-9,775
81
– –
-10,772
82
– –
-84,075
83
– –
-84,845
84
– –
-11,475
1 2 3
4