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
$213M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$4.41M
3
+$3.3M
4
SODA
SodaStream International Ltd
SODA
+$3.09M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.38M

Top Sells

1
+$3.85M
2
+$3.83M
3
+$3.07M
4
CVX icon
Chevron
CVX
+$2.11M
5
PRU icon
Prudential Financial
PRU
+$1.14M

Sector Composition

1 Energy 15.39%
2 Industrials 13.52%
3 Healthcare 13.48%
4 Communication Services 11.5%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$379K 0.18%
+6,975
102
$376K 0.18%
3,800
103
$362K 0.17%
14,000
104
$361K 0.17%
15,300
-4,109
105
$360K 0.17%
4,550
+1,550
106
$354K 0.17%
8,986
-1,222
107
$349K 0.16%
38,075
+8,500
108
$349K 0.16%
4,535
+160
109
$332K 0.16%
+107,200
110
$318K 0.15%
5,875
-600
111
$317K 0.15%
+5,450
112
$316K 0.15%
13,400
+2,700
113
$311K 0.15%
13,700
114
$309K 0.15%
+338
115
$298K 0.14%
4,400
-2,025
116
$298K 0.14%
+4,300
117
$296K 0.14%
+13,000
118
$293K 0.14%
5,175
-1,175
119
$285K 0.13%
5,700
-1,850
120
$273K 0.13%
4,082
121
$273K 0.13%
+197
122
$270K 0.13%
2,350
+450
123
$263K 0.12%
10,170
+821
124
$262K 0.12%
+5,620
125
$235K 0.11%
+6,550
3 4
5
6 7