BHA
Beech Hill Advisors Portfolio holdings
AUM
$222M
This Quarter Return
+2%
1 Year Return
+21.14%
3 Year Return
+93.81%
5 Year Return
+133.89%
10 Year Return
+234.98%
AUM
$213M
AUM Growth
+$213M
(+7.5%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
29.33%
Holding
156
New
27
Increased
48
Reduced
42
Closed
25
Top Buys
| 1 |
Yum! Brands
YUM
|
$4.54M |
| 2 |
Healthpeak Properties
DOC
|
$4.41M |
| 3 |
Digital Realty Trust
DLR
|
$3.3M |
| 4 |
SODA
SodaStream International Ltd
SODA
|
$3.09M |
| 5 |
SDRL
Seadrill Limited Common Stock
SDRL
|
$2.38M |
Top Sells
| 1 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$3.85M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$3.83M |
| 3 |
Zoetis
ZTS
|
$3.07M |
| 4 |
Chevron
CVX
|
$2.11M |
| 5 |
Prudential Financial
PRU
|
$1.14M |
Sector Composition
| 1 | Energy | 15.39% |
| 2 | Industrials | 13.52% |
| 3 | Healthcare | 13.48% |
| 4 | Communication Services | 11.5% |
| 5 | Consumer Discretionary | 11.4% |