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
$227M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$4.51M
3
+$4.08M
4
C icon
Citigroup
C
+$3.81M
5
WOLF icon
Wolfspeed
WOLF
+$2.33M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.84M
5
LYB icon
LyondellBasell Industries
LYB
+$2.49M

Sector Composition

1 Energy 15.78%
2 Healthcare 14.62%
3 Industrials 14.6%
4 Consumer Discretionary 10.18%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$409K 0.18%
+10,050
102
$399K 0.18%
+10,225
103
$394K 0.17%
3,800
104
$388K 0.17%
8,986
105
$376K 0.17%
4,680
+145
106
$370K 0.16%
+19,900
107
$368K 0.16%
4,550
108
$364K 0.16%
15,300
109
$362K 0.16%
+11,125
110
$342K 0.15%
6,975
111
$341K 0.15%
6,900
+1,200
112
$330K 0.15%
9,400
-5,850
113
$318K 0.14%
+15,000
114
$313K 0.14%
5,125
-325
115
$305K 0.13%
4,000
-1,200
116
$304K 0.13%
+28,000
117
$302K 0.13%
107,200
118
$302K 0.13%
4,333
+33
119
$298K 0.13%
+5,000
120
$296K 0.13%
3,734
-348
121
$294K 0.13%
11,200
-2,500
122
$285K 0.13%
5,846
-3,500
123
$285K 0.13%
15
-14
124
$263K 0.12%
3,350
-3,725
125
$257K 0.11%
+80,000
3 4
5
6 7