BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
+6.17%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$174M
AUM Growth
+$174M
(+3.9%)
Cap. Flow
-$3.9M
Cap. Flow
% of AUM
-2.25%
Top 10 Holdings %
Top 10 Hldgs %
33.51%
Holding
94
New
12
Increased
16
Reduced
39
Closed
13
Top Buys
| 1 |
Citigroup
C
|
$4.35M |
| 2 |
Exxon Mobil
XOM
|
$3.93M |
| 3 |
Vodafone
VOD
|
$3.72M |
| 4 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$2.24M |
| 5 |
Bank of America
BAC
|
$2.2M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.68M |
| 2 |
Procter & Gamble
PG
|
$3.1M |
| 3 |
Nike
NKE
|
$3.08M |
| 4 |
AMT.PRB
American Tower Corporation
AMT.PRB
|
$2.65M |
| 5 |
MBLY
Mobileye N.V.
MBLY
|
$2.26M |
Sector Composition
| 1 | Communication Services | 18.65% |
| 2 | Technology | 15.77% |
| 3 | Healthcare | 14.58% |
| 4 | Consumer Discretionary | 13.7% |
| 5 | Energy | 10.96% |
