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
$167M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.32M
3
+$3.24M
4
SLB icon
SLB Ltd
SLB
+$2.44M
5
HAL icon
Halliburton
HAL
+$2.2M

Top Sells

1
+$3.61M
2
+$3.41M
3
+$3.35M
4
AA.PRB
Alcoa Inc
AA.PRB
+$2.55M
5
PG icon
Procter & Gamble
PG
+$1.57M

Sector Composition

1 Communication Services 17.89%
2 Technology 17.11%
3 Consumer Discretionary 14.81%
4 Healthcare 13.7%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.14%
+13,225
77
$216K 0.13%
3,470
-1,405
78
$211K 0.13%
+9,550
79
$207K 0.12%
+1,415
80
$168K 0.1%
+33,600
81
$108K 0.06%
10,000
82
$39K 0.02%
+12,000
83
– –
-4,100
84
– –
-5,290
85
– –
-2,082
86
– –
-7,360
87
– –
-149,360
88
– –
-1,050
89
– –
-94,725
90
– –
-6,300
91
– –
-77,990
1 2 3
4