BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
+4.87%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$227M
AUM Growth
+$227M
(+6.6%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
6.23%
Top 10 Holdings %
Top 10 Hldgs %
29.56%
Holding
163
New
32
Increased
42
Reduced
47
Closed
27
Top Buys
| 1 |
Apple
AAPL
|
$7.3M |
| 2 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$5.82M |
| 3 |
Gilead Sciences
GILD
|
$4.52M |
| 4 |
Kinder Morgan
KMI
|
$4.08M |
| 5 |
Citigroup
C
|
$3.81M |
Top Sells
| 1 |
BCE
BCE
|
$4.56M |
| 2 |
SODA
SodaStream International Ltd
SODA
|
$3.09M |
| 3 |
Enterprise Products Partners
EPD
|
$2.86M |
| 4 |
AT&T
T
|
$2.84M |
| 5 |
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% |
