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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.44M
3
+$5.36M
4
GE icon
GE Aerospace
GE
+$5.27M
5
ETP
Energy Transfer Partners L.p.
ETP
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.46%
2 Healthcare 13.57%
3 Communication Services 13%
4 Technology 11.73%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.15%
+4,650
102
$270K 0.15%
+431,250
103
$269K 0.15%
+12,872
104
$245K 0.14%
+16,400
105
$238K 0.13%
+4,582
106
$237K 0.13%
+10,700
107
$234K 0.13%
+3,700
108
$234K 0.13%
+3,020
109
$231K 0.13%
+1,598
110
$222K 0.13%
+700
111
$220K 0.12%
+1,000
112
$218K 0.12%
+5,750
113
$214K 0.12%
+4,780
114
$211K 0.12%
+5,825
115
$207K 0.12%
+6,500
116
$204K 0.12%
+4,941
117
$204K 0.12%
+8,333
118
$197K 0.11%
+31,750
119
$144K 0.08%
+20,554
120
$142K 0.08%
+10,000
121
$139K 0.08%
+13,000
122
$121K 0.07%
+20,155
123
$31K 0.02%
+17,680
1 2 3 4
5