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
$211M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.78M
3
+$2.2M
4
WFT
Weatherford International plc
WFT
+$1.46M
5
YUM icon
Yum! Brands
YUM
+$1.08M

Top Sells

1
+$5.01M
2
+$4.84M
3
+$4.56M
4
GTLS icon
Chart Industries
GTLS
+$3.56M
5
NVS icon
Novartis
NVS
+$2.06M

Sector Composition

1 Energy 17.8%
2 Healthcare 16.22%
3 Communication Services 12.52%
4 Industrials 10.1%
5 Financials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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