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
$227M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$4.24M
3
+$3.85M
4
KMI icon
Kinder Morgan
KMI
+$3.79M
5
WOLF icon
Wolfspeed
WOLF
+$2.31M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.85M
5
LYB icon
LyondellBasell Industries
LYB
+$2.43M

Sector Composition

1 Energy 15.78%
2 Healthcare 14.62%
3 Industrials 14.6%
4 Consumer Discretionary 10.18%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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154
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155
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156
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-32,000
157
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-6,920
158
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0
159
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160
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-19,952
161
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162
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-19,100
163
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-6,500
3 4 5 6
7