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
$187M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.6M
3
+$2.68M
4
EXC icon
Exelon
EXC
+$2.25M
5
RCL icon
Royal Caribbean
RCL
+$2.13M

Top Sells

1
+$4.94M
2
+$4.47M
3
+$3.69M
4
AAPL icon
Apple
AAPL
+$2.76M
5
OXY icon
Occidental Petroleum
OXY
+$2.51M

Sector Composition

1 Technology 21.72%
2 Healthcare 20.89%
3 Industrials 13.06%
4 Financials 10.46%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-74,864
77
– –
-51,896
78
– –
-49,850
79
– –
-30,135
80
– –
-22,225
81
– –
-2,700
82
– –
-1,100
83
– –
-6,800
1 2 3
4