BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
+4.13%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$213M
AUM Growth
+$213M
(+6%)
Cap. Flow
+$5.73M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
149
New
28
Increased
37
Reduced
36
Closed
32
Top Buys
| 1 |
SUNE
SUNEDISON, INC COM
SUNE
|
$4.59M |
| 2 |
United Rentals
URI
|
$4.11M |
| 3 |
AT&T
T
|
$3.41M |
| 4 |
AbbVie
ABBV
|
$3.3M |
| 5 |
SITE Centers
SITC
|
$3.2M |
Top Sells
| 1 |
Schlumberger
SLB
|
$5.68M |
| 2 |
Digital Realty Trust
DLR
|
$4.61M |
| 3 |
Carlyle Group
CG
|
$3.95M |
| 4 |
Blackstone
BX
|
$1.96M |
| 5 |
Illumina
ILMN
|
$1.51M |
Sector Composition
| 1 | Healthcare | 19.77% |
| 2 | Communication Services | 17.97% |
| 3 | Technology | 10.07% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Financials | 7.71% |
