BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
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
+$3.5M
2
+$2.94M
3
+$2.78M
4
PEG icon
Public Service Enterprise Group
PEG
+$2.35M
5
KO icon
Coca-Cola
KO
+$2.32M

Top Sells

1
+$6.86M
2
+$6.63M
3
+$6.36M
4
DAL icon
Delta Air Lines
DAL
+$5.2M
5
BAC icon
Bank of America
BAC
+$4.35M

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
– –
-6,100
77
– –
-34,261
78
– –
-8,725
79
– –
-3,500
80
– –
-51,400
81
– –
-5,100
82
– –
-3,925
83
– –
-65,170
1 2 3
4