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
$225M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.7M
3
+$2.35M
4
TJX icon
TJX Companies
TJX
+$2.23M
5
VZ icon
Verizon
VZ
+$1.89M

Top Sells

1
+$3.35M
2
+$3.3M
3
+$3.14M
4
GLW icon
Corning
GLW
+$2.18M
5
GLNG icon
Golar LNG
GLNG
+$486K

Sector Composition

1 Technology 29.94%
2 Healthcare 20.82%
3 Communication Services 11.57%
4 Consumer Discretionary 10%
5 Financials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.13%
1,176
77
$242K 0.11%
3,750
78
$239K 0.11%
5,525
-600
79
$233K 0.1%
+4,200
80
$230K 0.1%
656
81
$226K 0.1%
3,500
82
$207K 0.09%
+200
83
$191K 0.08%
3,000
84
$179K 0.08%
25,500
-2,500
85
$160K 0.07%
+10,000
86
– –
-3,000
87
– –
-150
88
– –
-8,742
89
– –
-80,300
90
– –
-2,000
91
– –
-14,000
92
– –
-24,000
93
– –
-36,146
94
– –
-30,000
95
– –
-74,585
96
– –
-58,045
1 2 3
4