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

Top Buys

1
+$5.82M
2
+$4.51M
3
+$4.08M
4
C icon
Citigroup
C
+$3.81M
5
WOLF icon
Wolfspeed
WOLF
+$2.33M

Top Sells

1
+$4.56M
2
+$3.09M
3
+$2.86M
4
T icon
AT&T
T
+$2.84M
5
LYB icon
LyondellBasell Industries
LYB
+$2.49M

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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153
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-36
154
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-6,550
155
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-6,920
156
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0
157
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-6,500
158
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-11,000
159
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-34,939
160
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-79,850
161
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-70,075
162
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-6,350
163
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-32,000
3 4 5 6
7