BHA

Beech Hill Advisors Portfolio holdings

AUM $209M
1-Year Est. Return 25.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.22M
3
+$3.35M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
AXP icon
American Express
AXP
+$2.5M

Top Sells

1
+$6.85M
2
+$5.31M
3
+$5.3M
4
YUM icon
Yum! Brands
YUM
+$5.02M
5
URI icon
United Rentals
URI
+$4.9M

Sector Composition

1 Communication Services 19.75%
2 Healthcare 16.77%
3 Real Estate 11.62%
4 Technology 9.03%
5 Financials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5