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
$179M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$5.31M
2 +$3.54M
3 +$3.37M
4
TT icon
Trane Technologies
TT
+$3.29M
5
MPC icon
Marathon Petroleum
MPC
+$3.1M

Top Sells

1 +$5.32M
2 +$4.73M
3 +$3.93M
4
SLB icon
SLB Limited
SLB
+$3.4M
5
AIG icon
American International
AIG
+$3.29M

Sector Composition

1 Communication Services 16.01%
2 Technology 13.65%
3 Healthcare 13.17%
4 Financials 12.71%
5 Industrials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-775
77
-96,043
78
-5,820
79
-52,568
80
-17,850