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
$146M
AUM Growth
-$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.35M
3
+$1.95M
4
KO icon
Coca-Cola
KO
+$1.9M
5
LHX icon
L3Harris
LHX
+$1.75M

Top Sells

1
+$6.86M
2
+$6.36M
3
+$5.9M
4
DLR icon
Digital Realty Trust
DLR
+$4.1M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$3.84M

Sector Composition

1 Healthcare 23.01%
2 Technology 22.34%
3 Communication Services 11.99%
4 Financials 8.92%
5 Industrials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,100
77
– –
-51,400
78
– –
-3,500
79
– –
-106,232
80
– –
-8,725
81
– –
-34,261
82
– –
-6,100
83
– –
-5,300
1 2 3
4