BHA

Beech Hill Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.74%
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 +$4.47M
2 +$3.09M
3 +$2.82M
4
TSN icon
Tyson Foods
TSN
+$2.77M
5
VZ icon
Verizon
VZ
+$2.77M

Top Sells

1 +$6.07M
2 +$5.27M
3 +$4.65M
4
CERN
Cerner Corp
CERN
+$4.41M
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
in Stake
Capital Flow
126
-7,025
127
-4,275
128
-49,160
129
-14,200
130
-23,175
131
-4,649
132
-3,734
133
-35,800
134
-22
135
-5,000
136
-13,845
137
-15,000
138
-7,500
139
-6,500
140
-13,125
141
-24,050
142
-319
143
-57,188
144
-25
145
-132,500
146
-9,850
147
-17,025
148
-6,500
149
0
150
-60,775