BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3M
3
+$2.92M
4
F icon
Ford
F
+$2.9M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$2.87M

Top Sells

1
+$4.48M
2
+$3.52M
3
+$3.5M
4
CAT icon
Caterpillar
CAT
+$2.38M
5
QCOM icon
Qualcomm
QCOM
+$2.35M

Sector Composition

1 Energy 22.48%
2 Healthcare 14.88%
3 Technology 11.15%
4 Communication Services 10.83%
5 Consumer Discretionary 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.39M 4%
83,651
-2,075
2
$6.52M 3.53%
382,760
+4,340
3
$6.18M 3.34%
252,916
-10,164
4
$6.03M 3.26%
52,676
+5,253
5
$5.28M 2.86%
105,150
+225
6
$5.07M 2.74%
197,080
+55,840
7
$4.92M 2.66%
94,501
-625
8
$4.83M 2.61%
188,980
-6,200
9
$4.73M 2.56%
104,097
-2,110
10
$4.5M 2.44%
237,175
-2,475
11
$4.35M 2.35%
59,425
-11,150
12
$4.32M 2.34%
158,428
+464
13
$4.25M 2.3%
61,826
-475
14
$3.95M 2.14%
67,700
+49,150
15
$3.91M 2.11%
189,650
+1,925
16
$3.89M 2.11%
62,390
-4,270
17
$3.85M 2.08%
90,180
+550
18
$3.84M 2.08%
62,085
-75
19
$3.83M 2.07%
47,930
+450
20
$3.81M 2.06%
46,865
-9,500
21
$3.78M 2.05%
58,375
-325
22
$3.64M 1.97%
71,925
+13,350
23
$3.62M 1.96%
214,750
+172,125
24
$3.54M 1.92%
106,825
+2,200
25
$3.37M 1.82%
38,834
-1,605
1
2 3 4 5