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BHA
Beech Hill Advisors Portfolio holdings
AUM
$226M
1-Year Est. Return
37.59%
This Fund
S&P 500
This Quarter
Est. Return
+0.72%
1 Year Est. Return
+37.59%
3 Year Est. Return
+105.11%
5 Year Est. Return
+125.07%
10 Year Est. Return
+367.99%
AUM
$177M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
101.61%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
123
New
123
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SLB Ltd
SLB
|
+$6.35M |
| 2 |
Apple
AAPL
|
+$5.82M |
| 3 |
Blackstone
BX
|
+$5.47M |
| 4 |
GE Aerospace
GE
|
+$5.25M |
| 5 |
Merck
MRK
|
+$4.74M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 24.46% |
| 2 | Healthcare | 13.57% |
| 3 | Communication Services | 13% |
| 4 | Technology | 11.73% |
| 5 | Financials | 7.12% |
Similar funds
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EWM
PP
S
WAM
SCM
OCP
ORG
Beech Hill Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Beech Hill Advisors, which disclosed 123 positions worth $177M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is SLB Ltd: 85,726 shares worth $6.14M.
By sector, the portfolio is most concentrated in Energy at 24% of assets, followed by Healthcare and Communication Services.
- Beech Hill Advisors's largest Q2 2013 buy was SLB Ltd: 85,726 shares worth $6.14M.
- Beech Hill Advisors's ten largest holdings make up 28% of its $177M portfolio in Q2 2013.
- Beech Hill Advisors disclosed 123 positions in Q2 2013, its first 13F filing on record.
Based on Beech Hill Advisors's 13F filing for Q2 2013, filed 29 Jul 2013.