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
$201M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.07M
3
+$2.74M
4
TRIP icon
TripAdvisor
TRIP
+$2.69M
5
VZ icon
Verizon
VZ
+$2.65M

Top Sells

1
+$6.07M
2
+$5.27M
3
+$4.41M
4
OII icon
Oceaneering
OII
+$4.26M
5
TEX icon
Terex
TEX
+$4.21M

Sector Composition

1 Healthcare 19.1%
2 Communication Services 15.42%
3 Financials 11.61%
4 Real Estate 8.99%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
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